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.

Avery is the newest member of the Sage Path team. As a financial advisor, she specializes in helping clients navigate the Medicare landscape as they turn 65, as well as meeting with young people getting their financial footing with things like budgeting, college debt, and saving for retirement.

She graduated from the University of Illinois with a double major in Psychology and Religion. Passionate about helping people navigate their financial lives, she excitedly joined the Sage Path team upon relocating to the Fox River Valley. In her free time, she enjoys going on walks, reading, cooking and spending time with friends and family. In the new year, she is looking forward to starting classes to earn her Certified Financial Planner™ professional designation.