Heidi Ludeman, AIF®
As Co-Owner and President of Ludeman Capital Management, I specialize in following the financial markets, helping to ensure the practice's compliance with current regulations, encouraging the staff in their respective roles, and managing client portfolios. I enjoy sharing my analytical, mathematical, and organizational skills in order to help our clients find success in their financial futures.
I became President of Ludeman Capital Management in 2014, but I’ve always enjoyed working with numbers and managing the legal/compliance aspect of the industry. Prior to working here, I worked for Russell Investments in Tacoma and Pacific West Financial Group in Renton. I currently hold the Series 7, 24, and 66 securities licenses as well as the Accredited Investment Fiduciary (AIF) certification. Before beginning my career in the financial services industry, I attended both Pacific Lutheran University and the University of Oslo, where I obtained my Bachelor in Business Administration (BBA) as well as a Bachelor of Arts (BA) in Norwegian. I am proud to provide my clients with daily attention to their portfolios and their underlying financial investment needs.
I am married to my business partner, best friend, and cribbage opponent, Jonathan, and I love that I get to spend every day sharing life and business with him. Together, we have two beautiful daughters, Kjirsten and Else. When I am not managing client portfolios, I am serving as a board member of the Sons of Norway Leif Erikson Lodge 2-001 Educational Foundation and Run Like A Girl. In my free time, I enjoy books, gardening, running, coaching, volunteering, and all things Norwegian!