Chief Investment Officer, SAMI
CERTIFIED FINANCIAL PLANNER™ professional, RJFS
heidi.mulling@stonewallasset.com
Heidi is a native of Rome, GA. She attended Berry Academy, graduating with honors in 1974. She received an A.B. in History from The University of Georgia in 1978. After college held positions as at Bellsouth Co. and worked as a paralegal at the Atlanta Law firm King & Spalding. In 1996 Heidi joined Stonewall Asset Management, Inc. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2007. Heidi has passed the Series 7 and 63 exams in addition to the Life, Accident & Sickness insurance exams. Heidi is a Registered Representative of Stonewall Asset Management, Inc.
Heidi and her husband Michael have 3 children, Brittany, Chuck and Harry and 5 grandchildren. Heidi is an avid rower and member of the Atlanta Rowing Club.
“Every day that I can help our clients make sound financial decisions and help them achieve their goals is a successful day for both of us.”
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.