Heidi joined our team in December 2011 after a long career in the Home building / Real Estate industry. Heidi assists the financial advisors at Mestmaker & Petrey in the following areas: client services, scheduling client appointments, opening and transferring accounts, fund distributions and management of the daily operations of the branch. Heidi has been instrumental in building Mestmaker & Petrey’s Retirement Plan Division. Her current role is working with 401k qualified plans as well as conducting employee education and enrollment meetings, annual plan administration, and day to day operations of each retirement plan the firm oversees. Heidi is a Bakersfield native and is a li