CFP®, IACCP® Director

Heidi Goertzen, CFP®, IACCP®

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, having sat on the Friends of the Children Ambassador Board and the Oregon Zoo Bond Citizens’ Oversight Committee.

Email: hgoertzen@beckercap.com

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