Heidi Roland

Heidi Roland

Client Service Specialist

Heidi has over 15 years’ experience in the customer service field with the last year being at Haven Financial Planning and the previous seven years at Whatcom Community College. There she worked in various departments including the Business Office, Advising Department, and the Admissions Office in an administrative role. She enjoys interacting with people and using her skills to help provide the best customer service experience on a daily basis. Heidi has appreciated her time at Haven and is excited to be joining Transformational Advisory Group.

In her free time, she enjoys cooking, reading, singing, and visiting with friends and family.

2 Years of Experience