Heidi Goertzen, IACCP®
Chief Compliance Officer
Heidi Goertzen joined the firm in 2015 and serves as chief compliance officer for Ferguson Wellman and West Bearing Investments. She oversees all company compliance policies and procedures. Prior to joining the firm, Goertzen worked for RVK, Inc. as an investment analyst for several years before serving as investment associate for seven years.
Goertzen earned a B.S. in finance from Linfield College. She holds an M.B.A. with a concentration in finance from the University of Portland. In 2016, Goertzen earned her Investment Adviser Certified Compliance Professional® (IACCP®) designation. She currently serves as a member of the Oregon Zoo Bond Citizens' Oversight Committee.
She lives in Portland and enjoys spending time in the outdoors and traveling when she is out of the office.