Heidi Payton
Client Assistant
Heidi joined LPL Financial in September of 2022. She grew up in Utah and followed in her sisters’ footsteps into the investing world starting in 1987. After a move to San Francisco, Heidi joined Donaldson, Lufkin and Jenrette where she assisted and coordinated in the Institutional Equities Department.
After taking a break to raise two sons, Heidi re-entered the securities market in 2014 with Edward Jones as a Branch Office Administrator, handling all aspects of client accounts and relationships. Heidi now looks forward to taking care of our clients at LPL Financial.
Outside of work, Heidi enjoys spending time with her family, working out (having been an aerobics instructor in her past), gardening, and mountain biking. Heidi and her husband also enjoy the outdoors at the family cabin on Casper Mountain, riding ATV's, cross-country skiing, and snowshoeing.