The people who work at Capricorn Financial Strategies, Inc., not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Bioterrorism and health preparedness at South Central District Health, although rewarding, left Heidi in search of a new career. The logical next step: Financial Advisor. Much like Jean, Heidi began working for a corporation where financial products and services were dictated by her company. The partnership with Capricorn Financial Strategies was the perfect fit! Heidi enjoys working with individuals of all ages and stages of life as they save for college, prepare for the day when work is a thing of the past, and plan for their mortality with not only dignity, but with a legacy for future generations.
Lorraine comes from an Administrative and Financial background, which lead her to Capricorn Financial Strategies. Although growing up and residing in Idaho, she made her way to the Pacific Northwest for 13 years where she continued her schooling and embarked in various positions in the mortgage and finance industry. Her passions include spending time with her family and friends, listening to the latest podcasts and being an avid connoisseur of chocolate! You’ll always see her with a smile on her face so drop by the office for a warm welcome.