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    • Networking
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    • Signature Events >
      • Taste & Tables
      • Firecracker Run
      • Golf Classic
      • Shop 636 for the Holidays
      • Elevate Business Summit
    • Legislative Advocacy
    • Community Engagement
    • Committees
    • Relocation
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Member Spotlight: Principal

11/18/2018

3 Comments

 
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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 
Principal
6893 Lake Saint Louis Blvd
Lake Saint Louis, Missouri  63367
​636-205-0515

3 Comments
Heather Cushing
1/2/2019 02:35:38 pm

I trust her with my portfilio!

Reply
Peter
1/19/2019 04:52:03 pm

This is just one of the many reasons I love having a <a title="carpet cleaning" href="http://www.ofallonsbestcarpetcleaner.com">carpet cleaning</a> business in O'Fallon. The close community and strong support helps small businesses thrive!

Reply
Marina T. link
10/26/2021 04:49:03 pm

it is good when people in power think about the inhabitants of the country. I really like the idea that the principal is promoting. I believe her and I think that it is very important to help people and support those who need it.

Reply



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O'Fallon Chamber of Commerce & Industries
2145 Bryan Valley Commercial Dr
O'Fallon, MO 63366
Info@OFallonChamber.org
636-240-1818


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