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Who's Behind Burleson + Company:

Heidi Wilson

Director of Client Services

In her role as Director of Client Services, Heidi ensure clients transition to our firm efficiently, and stay connected, informed and engaged. The foundation of every engagement? Trust. “When you decide to work with an advisory firm, you entrust not only your money but also your future. That’s why I look to earn each client’s trust through transparency and reliability every time we talk.” Prior to joining Burleson + Company in 2008, she worked as a Commercial and Personal Underwriter at State Farm Insurance for 13 years. She graduated Cum Laude with a Bachelor of Science in Business Administration from Sonoma State University.  She is proud to be born and raised in Northern California. Along with spending time with her husband, Dino, and her two boys, Nick and Ryder, Heidi enjoys photography, traveling and exploring wine country.