Heidi Rose, CFP®
Heidi Rose joined The Alpine Financial Group in 2000, and became part of Carnegie Investment Counsel in 2013. Heidi has 14 years experience as a Certified Financial Planner™. Heidi helps clients identify and achieve their financial goals through financial planning in the areas of retirement planning, investment evaluation, tax planning, estate planning and insurance. Heidi plays an integral part in managing client portfolios specific to the clients’ needs and desires.
Prior to joining The Alpine Financial Group, Heidi worked in the Retirement Services Group at Fidelity Investments and with Fifth Third Bank. As one of the first graduates of Northern Kentucky University’s CFP® program, Heidi graduated with a Bachelor’s degree in Finance concentrating in Personal Finance and a minor in Business Administration.
Heidi lives in Northern Kentucky with her husband and three small children. Many Sundays she is found in the pre-school ‘barnyard’ (worship center) leading preschoolers in “Wee Jam worship.” She enjoys attending her kids’ soccer games, boating and singing.