Laurie Nardone, CFP
Laurie began providing financial advice and wealth management services to individuals in 2006. Before starting her business, she spent nearly two decades with several investment companies.
In 2000, she left 20+ years of corporate management to establish Shira Ridge Wealth Management. The name evolved after Laurie’s personal journey in 2005 to Africa to summit Mount Kilimanjaro, as she was struck by the numerous parallels – journeying safely to get to the top of a mountain compared to journeying on your financial path to reach your own personal destination (retirement, financial confidence, legacies, etc.)
She is a CERTIFIED FINANCIAL PLANNER™ professional and is also an active member within the Financial Planning Association (FPA), and a past President of the San Francisco FPA Chapter. She is also active in, and on the Board of, the League of Women Voters Marin County.
Heidi Morshead, MBA
Wealth Management Advisor
Heidi Morshead has over 25 years of experience in the financial services industry, bringing a depth of knowledge in asset management, personal financial planning, trading, and operations. Her CV includes Director of Client Services and Marketing for a San Francisco based investment management firm, Investment Specialist in Charles Schwab’s retail division, and Senior Regional Vice President for Phoenix Leasing, Inc where she worked in nationwide business development. As a financial advisor, Heidi is committed to bringing her industry expertise and service-oriented focus to benefit Shira Ridge clients.
Heidi earned her BA from the University of California at Santa Barbara and a Masters in International Management & Finance from the Thunderbird School of Global Management. A Marin County native, Heidi enjoys hiking and biking in the County’s abundant open space, sweep rowing as a member of the Marin Rowing Association, and the occasional overseas travel adventure.
Director of Client Operations
Emily Peacock joined Shira Ridge in 2010 and is a key team member providing outstanding behind-the-scenes technical insights and process building skills. She now has over 25 of experience in client services and operations, targeted primarily in the financial services sector. In her client services role at Shira, Emily assists with onboarding, helping clients to navigate our online tools, addressing both routine and complex account inquires, and managing account and funds transfers. As a further benefit to our clients Emily is a licensed notary. As Director of Operations, her work includes; researching and integrating new systems, with a focus on streamlining processes and improving our client experience, as well as the ongoing maintenance of those systems post implementation.
She is a third-generation native to Marin County. Emily enjoys spending time in the outdoors with family and friends and has a passion for creating and admiring art.
Director of Client Services
April Reyes brings 15 years of Sales and Administrative experience in the financial services industry to Shira Ridge. She is currently expanding her education in the field of financial planning and is the Client Services Manager for Shira Ridge.
April and her husband have lived in Marin County most of their lives and are raising their three children in the beautiful Bay Area. She and her husband are Youth Leaders at their church. April’s sincere concern for young people motivated her to become more involved by volunteering in public schools and Juvenile Hall.