Broker Check
Heidi  Harner

Heidi Harner

Client Relationship Manager

Heidi is a Client Relationship Manager and an insurance specialist for Capstone Triton and is responsible for the day to day client service and management of the office. In particular, she focuses on developing client relationships and external networking. She has a background in small business consulting, direct sales and sales management, including serving as a sales director and managing over 80 sales people. Heidi recently received her life, accident & health insurance license and is currently studying to take her Series 65 exam and become an advisor because of her passion for working with and helping people.