Our Qualifications

Heidi is a registered financial advisor affiliated with Osaic Wealth, Inc.  She began in the financial industry as a Client Service Specialist in 2013 and joined Dick Berlinski in 2016.  During this time, she earned the respect of clients by ensuring their needs were promptly carried out and implemented.  She also handled several other tasks such as gathering client information, preparing new accounts, transfer, and annual review paperwork, marketing and working with the compliance department.  Her experience and dedication to clients' financial goals and needs made her transition from Client Service Specialist to Financial Advisor an easy transition. Heidi is a graduate of Northern Michigan University with a degree in Business, Gogebic Community College with a Paralegal Certificate and holds her Series 7, Series 66, Life Insurance and Michigan Variable Life and Annuity license.   She is licensed in the states of:  MI, WI, AL, CO, FL and IN.