Heidi Hargis

Chief Compliance Officer

Heidi.Hargis@bookendsfp.com

Every great team needs a strong foundation, and for Bookends, that’s Heidi Hargis. With 23 years in the financial industry, she keeps everything running smoothly behind the scenes, ensuring compliance, security, and the highest ethical standards. While she may not always be in the spotlight, her dedication makes it possible for the team to provide the best service possible.

Heidi isn’t just about rules and regulations; she focuses on creating a business that clients can trust wholeheartedly. She balances her meticulous attention to detail with a deep care for people. Outside the office, Heidi is a busy mom of three young daughters. Between family activities, she tries to find time to unwind by hiking, reading, or planning her next travel adventure.