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Crystal Lake | Walworth  | Westmont

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Heidi L. Alten

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Heidi L. Alten, AIF

Wealth Advisor

Phone: 
800-822-3642 ext. 126

Heidi started with Exemplar Financial Network as a Receptionist at our Crystal Lake office in 1995 after working many years as a Manger in retail store.  Within a short time at Exemplar, Heidi’s interest in the financial planning process was piqued and she decided to stretch into a new role of Administrative Assistant.  As one of the first Administrative Professionals for Exemplar, she saw a real need for seamless training that would allow individuals to move into this crucial team position.  Heidi assisted in developing a regional training program for administrative professionals and began training other administrative assistants in 1999.  Heidi’s natural, easy going demeanor and consummate professionalism made her a natural fit in training administrative assistants to prepare them for their responsibilities and understand how to help their representative’s clients through great service and organization. 

Once Heidi saw the positive impact of the financial planning process on the lives of the clients she got to know so well, it inspired her.  Heidi felt called to further her career in this industry and became a Financial Advisor in 2012. 

Currently Heidi is part of the Walworth, WI Exemplar Team.  Since joining them in 1998, they share a vision of helping others pursue their goals and dreams.  Heidi is passionate about assisting people, of all ages, with becoming financially educated, understanding investing and seeking what they desire both personally and financially, with a clear plan.

Originally from Harvard, IL, Heidi moved to Crystal Lake, IL in 2003.  She is a member of Crystal Lake Chamber of Commerce and the Geneva Lake West Chamber of Commerce and Harvard Chamber of Commerce.  Volunteering and fundraising for foundations like Big Brothers, Big Sisters and Heart and Soul, and the important impact they make in the community is a humbling source of pride for Heidi.

A passionate traveler, Heidi has journeyed to unique destinations like Alaska for the Iditarod, climbing the Great Wall of China or Costa Rica to witness a live volcano erupt.

Getting to know Heidi:

Favorite Quote: "...Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure.  It is our light, not our darkness that most frightens us.
We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be?...”  ~ Nelson Mandela

Favorite Holiday:  Halloween

Biggest Accomplishment: Working on it everyday!

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