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Heidi Shelton

Meet Our Team

 

Heidi Shelton

Shareholder, CPA, CFP®

Phone: Ext 114
Social: Linkedin

Heidi is a Ketchum native who graduated from Whitman College with a degree in physics in 2002. She spent the first 10 years of her career as an aerospace engineer in Los Angeles but always knew she wanted to return to her roots in the Wood River Valley. In that pursuit, she returned to school at the University of California Los Angeles in 2006 to study accounting. She graduated from UCLA in 2009 and sat for the CPA exam in 2010. Heidi is licensed in Idaho and California.

When she’s not at the office, you can usually find Heidi mountain biking, river rafting, or hiking with her family during the summer and backcountry skiing during the winter. She also enjoys volunteering for local nonprofits and international travel.

Education

Whitman College
BA Physics, 2002

University of California Los Angeles, UCLA
Accounting Certification, 2009
Financial Planning Certification, 2017

Focus

  • Individual & Business

  • Financial Planning

  • Wealth Management

  • Tax Planning

Activities & Affiliations

  • Idaho Society of Certified Public Accountants, Board Member

  • Sun Valley Institute for Resilience, Treasurer

  • American Institute of Certified Public Accountants (AICPA), Member

  • Financial Planning Association, Member