Early in her career, Heidi earned the CERTIFIED FINANCIAL PLANNER® certification to help ensure she had the knowledge and expertise required to provide invaluable financial guidance and wealth management solutions to her clients. She began her financial advisory career with Prudential Securities in Boston in 1997. Heidi then went out on her own, building Hanson Financial Group from the ground up by hosting Investment Planning for Women and Retirement Planning seminars. In 2025, Heidi merged with ShorePoint Advisory Group to enhance client offerings and expand the strength of her team.  Heidi is committed to providing the time and attention clients need for a thoughtful planning process, helping to both identify and realize their financial goals. 

Heidi graduated from Providence College, where she was on the women’s swimming team, serving as Captain during her senior year. Providence College is where she met her husband, Trevor. They live in Hamilton with their two children. Heidi is a supporter of numerous local Northshore charities. 

Professional Designations, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  
  

Professional Memberships

• Financial Planning Association  
• Essex County Estate Planning Council, former board member   
• Beverly YMCA, former board member 
  
  

Education

• Providence College, Providence, RI – B.S. Economics