HEIDI FIFIELD

Heidi Sherrill Fifield is a visionary financial leader with over two decades of experience at the intersection of wealth management, corporate finance, and enterprise strategic planning.

She is recognized for her ability to bridge sophisticated financial planning for high-net-worth and institutional clients with enterprise-level financial operations that strengthen shareholder value and drive long-term growth. As Founder of Untangle Your Finances and Personal Pension Pro, Heidi has built a reputation for integrating advanced wealth strategies, retirement income planning, and tax optimization into holistic financial solutions. Her work empowers families, business owners, and executives to make confident decisions that align with their goals and legacy. Previously, Heidi held senior leadership roles in corporate finance, including at CareFusion (BD), where she managed a $100M IT budget, and at Jack in the Box, Inc., where she directed IT enterprise budgets of $35–45M and partnered with the C-suite to deliver growth strategies. Earlier in her career, she consulted with Booz Allen Hamilton and General Dynamics, advising the U.S. Department of Defense on ERP implementations, financial modeling, and cost analysis for mission-critical defense programs. A Certified Divorce Financial Analyst® (CDFA®), Retirement Income Certified Professional® (RICP®), and CFP® candidate, Heidi also holds the Series 7 and 66 licenses along with life and health insurance credentials. She earned her Bachelor of Science in Financial Management and Business Administration from Cal Poly, San Luis Obispo, and a professional certificate in Systems Engineering from UC San Diego. With a reputation for executive presence, innovation, and mentorship, Heidi excels at cultivating high-performing teams, enhancing financial systems, and delivering client experiences that reflect the highest standards of excellence.