Heidi Yates

Heidi Yates

Registered Representative

Years of Experience: 15

630 Kenosha Street
P.O. Box 178
Walworth, WI  53184
Phone: (800) 822-3642, ext. 126
Fax:    (847) 930-3544
hyates@ExemplarFN.com

Recognition:

• 2006 – Administrative Assistant of the Year with Exemplar Financial Network

Activities:

• Member of Crystal Lake Chamber Leaders In Action Committee, Crystal Lake, IL
• Member of the Geneva Lake West Chamber, Fontana, WI

Personal:

Heidi started with Exemplar Financial Network as an Administrative Assistant in 1995 and began training other Administrative Assistants in 1999. Heidi worked with others to develop the training over the years. She really enjoyed training the Administrative Assistants to better prepare them for their responsibilities.

While with Exemplar Financial Network, Heidi became a Registered Representative of Financial Network Investment Corporation*, Member SIPC, in 2009. She works with Steve Werner and his practice. She is part of the team of Jacob Ries and Steve Werner. They share a vision of helping others attain their goals and dreams. Heidi is passionate about assisting people with becoming financially educated and achieving what they desire. Heidi specializes in Working with young adults to accumulate wealth, helping small to large business owners with their retirement plans, assisting teachers with their retirement options and

working with pre-retirees to achieve their retirement goals.

Heidi has been with Financial Network since 1995. She has worked with Steve Werner since 1998.

Heidi lives in Crystal Lake, IL, with her pug, Rosie. She loves to volunteer for fund raising events for causes she believes in. She also likes to travel, enjoys painting and photography.