Heidi Luchs

Heidi has over 20 years of experience in the financial services industry. Her credentials include holding a series 7 & 63 license, as well as life, accident, and health insurance certifications. These qualifications demonstrate her commitment to staying up-to-date with industry regulations and her dedication to providing comprehensive financial solutions for you.

Heidi's pursuit of excellence is evident in her academic achievements. She graduated Magna Cum Laude from Southern New Hampshire University, where she earned a Bachelor of Science degree in accounting. Her educational background further enhances her ability to analyze financial data and offer strategic advice to you.

Having joined J. W. Cole in 2014, Heidi had previously built a strong background in the banking industry. Her remarkable work ethic and attention to detail have consistently earned her recognition and trust of our clients.

Outside of her professional life, Heidi finds fulfillment in her personal relationships. She resides in Julian, PA with her husband and youngest daughter. Her greatest joy comes from spending quality time with her children and extended family. Her strong family values and ability to maintain a healthy work-life balance contribute her overall success and well-being.