Heidi provides vital support for our office and clients in her role as Practice Support Associate. In additional to her customer service experience and strong organizational skills, she has her Life and Health Insurance license, as well as her FINRA 7 and 66 securities licenses. She is dedicated to serving and strives to ensure your experiences with Thrivent are pleasant and efficient.

Heidi is newly married, has two adult children, and has added her husband’s four children and two grandchildren to her family. She volunteers with a local community group that spreads kindness, is a docent for a small local museum and is involved in various church ministries.

Allison is the newest team member at SagePath Financial Consultants, and she couldn’t be happier about it! She is a recent Boyce College graduate, who majored in Counseling. Her role at SagePath is that of an Office Professional, and her voice may be the first one you hear when you call our office, and she is always eager to help with whatever is needed. She looks forward to working with Jenny and Heidi behind the scenes to support the clients.

She treasures time with her small family, her husband and dog. Both she and her husband love spending time outdoors—whether that means going to a baseball game or taking a walk. She also enjoys baking bread and experimenting with other baked goods in her free time.