Heidi Goertzen, CFP®

Director

Heidi joined Becker Capital in 2019. Heidi is a CERTIFIED FINANCIAL PLANNER® professional, providing comprehensive wealth management and wealth planning to clients. Outside of work Heidi enjoys travel and outdoor activities. Heidi is also very active in the community, serving on the Board of the Estate Planning Council of Portland as well co-chairing the Seminar Planning Committee. Heidi is on the Oregon Zoo Bond Oversight Committee and is the chair of their Finance Committee. 

Email: hgoertzen@beckercap.com

B.S. Linfield College, M.B.A. University of Portland Pamplin School of Business