I grew up as the 5th child of nine kids near New Melle, MO and now live in Lake St. Louis. I have three adult daughters and seven grandchildren. I attended Francis Howell High School, obtained an Associate’s Degree from St. Charles Community College and a Bachelor’s Degree in Business Administration with emphasis areas of Finance and Marketing from the University of MO – St. Louis. I’ve worked in finance most of my career and have held positions of VP of Finance and Accounting, CFO and President/CEO of several financial institutions. Today I am a Certified Financial Planner and Retirement Income Certified Professional with Principal Financial Group.
Principal helps people and companies around the world to build, protect and advance their financial well-being with our retirement, insurance and asset management expertise. A member of the FORTUNE 500®, the Principal Financial Group has over $629 billion in assets under management and serves 22 million customers with offices in 19 countries.
Principal’s expertise spans the globe, but we’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life.
I help individuals and business owners focus on your financial goals by putting strategies to work for you. Your goals – my focus. I’m committed to helping you succeed.
I’m new to the Chamber, but believe visibility and participation in the organization can be invaluable to all of our businesses. I recommend everyone commit time to the Chamber and help each other’s businesses grow.
Heidi L. Martin, CFP , RICP
6893 Lake Saint Louis Blvd
Lake Saint Louis, Missouri 63367