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 the portfolios and operations of all of our clients. 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 and compliance part of the industry. Prior to working here, I worked for Russell Investments in Tacoma, Washington 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 the University of Oslo and Pacific Lutheran University, where I obtained my Bachelor of Arts in Business Administration as well as a Bachelor of Arts 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 my clients’ portfolios, I am serving as a board member of the Sons of Norway Leif Erikson Lodge 2-001 Educational Foundation. I am also actively involved in Run Like A Girl and the WCYSA Ferndale Red Lions. In my free time, I enjoy books, gardening, running, coaching, volunteering, and all things Norwegian!