Heidi Morshead has over 25 years of experience in the financial services industry, bringing a depth of knowledge in asset management, personal financial planning, trading, and operations. Her CV includes Director of Client Services and Marketing for a San Francisco based investment management firm, Investment Specialist in Charles Schwab’s retail division, and Senior Regional Vice President for Phoenix Leasing, Inc where she worked in nationwide business development. As a financial advisor, Heidi is committed to bringing her industry expertise and service-oriented focus to benefit Shira Ridge clients. Heidi earned her BA from the University of California at Santa Barbara and a Masters in