Heidi Hansen
Loyalty – Duty – Respect – Selfless Service – Honor – Integrity – Personal Courage
After spending over a decade serving as a civilian attorney for the U.S. Army in multiple capacities, including volunteering to serve six months in Baghdad, Iraq in 2007, acting as District Counsel in Seoul, Korea, and serving six years in the Pentagon for the U.S. Army General Counsel’s office, the above Army values have become part of my fabric – they have stuck with me during my two plus years serving the American people at the U.S. Senate Committee on Energy and Natural Resources, as Deputy Commissioner for the Alaska Department of Natural Resources, for the Alaska Native shareholders I served through work at their corporations, and now as a wealth manager.
My father passed away unexpectedly in 2018 and left me a modest brokerage account about which I became deeply engaged and passionate, finding myself studying the market daily. I quickly passed the Series 6, 63, 65, and 7 securities exams as well as received the Certified Plan Fiduciary Advisor designation.
I find public service incredibly rewarding, but I find helping people chart the path they envision for themselves and creating the freedom that financial wellness provides even more rewarding. I meet clients where they are and help them get to where they want to be, whether that is as an individual wealth manager or as a qualified plan financial advisor. I believe that with focus, hard work, and perseverance, we will achieve your goals, financial and otherwise.
Local government and small business owners are the backbone of our country – their success in large part reflects the success of our communities, particularly in Alaska. Because of my juris doctor, I believe I have a heightened sense of the fiduciary role I play in qualified plans. I find great satisfaction helping individual participants navigate what can feel like a daunting exercise in the qualified plan space.
Further, small businesses succeed every day with or without a financial advisor. However, I have found working collaboratively as a team with small business owners to be incredibly fulfilling and I fervently believe our work allows those community leaders to: magnify their success through the growth of their businesses; bolster employee retention through education on and provision of prudent qualified plans (ie. Simple 401(k), etc.); and improve their business operating agreements to ensure long-term owner and/or operator success.
I would be honored to work in partnership with you with the same care and attention those Army values have meant to me since 2005.