About Heidi
Heidi Jeromanovs is the Regional Director of Oregon and a Senior Financial Planner within the Private Wealth division of Evergreen Gavekal. In her role as Regional Director, Heidi oversees business development efforts for Oregon and Southwestern Washington, building and nurturing key relationships within local referral networks.
As a Senior Financial Planner, she works with high-net-worth families and individuals to develop customized financial plans that align with their current circumstances and future aspirations.
Previously, Heidi was a Senior Financial Planner, VP for Key Private Bank, and spent many years with Charles Schwab in various roles, including time as a Financial Consultant, VP.
Heidi is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned an undergraduate degree in Psychology from Arizona State University.
Education & Qualifications
Arizona State University