Heidi Luchs

Heidi Luchs

Registered Assistant to Registered Representatives

Heidi is an invaluable asset to the team, bringing with her extensive expertise and over 20 years of experience in the financial services industry. With her deep knowledge and understanding of the field, she plays a crucial role in the success of the team.

Heidi's impressive credentials include holding a series 7 & 63 license, as well as life, accident, and health insurance certifications. These qualifications demonstrate her commitment to staying up-to-date with industry regulations and her dedication to providing comprehensive financial solutions for you.

Having joined J. W. Cole in 2014, Heidi has built a strong background in the banking and has been instrumental in delivering exceptional service to her clients. Her remarkable work ethic and attention to detail have consistently earned her recognition and trust of our clients.

Heidi's pursuit of excellence is evident in her academic achievements. She graduated Magna Cum Laude from Southern New Hampshire University, where she earned a Bachelor of Science degree in accounting. Her educational background further enhances her ability to analyze financial data and offer strategic advice to you.

Outside of her professional life, Heidi finds fulfillment in her personal relationships. She resides in Julian, PA, with her husband of over 23 years. Her greatest joy comes from spending quality time with her three daughters, a granddaughter and a grandson. Her strong family values and ability to maintain a healthy work-life balance contribute her overall success and well-being.

Heidi's passion for her work, combined with her extensive experience, unwavering commitment, strong personal connections, make her an indispensable member of the team. She continues to inspire and empower our clients on their financial journeys, helping them achieve their goals and secure their financial futures.