Stevie L. Radzinski

Stevie L. Radzinski

Client Service / Operations Associate Director

Stevie Radzinski is a member of our Client Service / Operations team, serving as an Associate Director of Client Service & Operations and is based in Heck Capital’s Rhinelander office. Stevie’s primary responsibilities include establishing & maintaining new client relationships, providing client service support to high‐net worth individuals and Heck Capital’s Investment Advisors and assisting in the administrative and operational functions involving clients’ accounts. Stevie resides in Rhinelander, WI with her husband, Travis, and their son. Stevie enjoys camping & hiking, traveling, crafting, musical theatre / concerts, and spending time with family and friends.

 

Industry Start Date:
2007

Heck Capital Advisors Start Date:
2007

Education:
Associate’s Degree in Business Management and Marketing, Nicolet Area Technical College

Credentials:
Series 65, Uniform Investment Adviser Law Examination

Awards/Recognition:
Phi Theta Kappa Honor Society

Fun Fact:
I was named after Stevie Nicks from Fleetwood Mac.

What do you enjoy most about working at Heck Capital Advisors?
Being able to work with such a knowledgeable, diligent team who shares the same vision and is able to work very efficiently together in a collaborative environment.

What is the most rewarding part of your position?
The relationships that are built with the clients over the years and feeling a sense of accomplishment knowing that I am assisting them in achieving their financial goals and building their legacy.

How are you involved in the community outside of work?
Relay for Life, volunteering through the School District, and being Heck Capital’s Team Coordinator for annual Autism Awareness campaign.

What does outstanding client service mean to you?
Being a part of a knowledgeable team, with a positive attitude, and going above and beyond the norm to provide the client with the best possible experience throughout their journey with Heck Capital Advisors. Also, making sure the client knows that we care about them, and their families, and are willing to assist them in any way that we can to simplify their life.