Heidi Shelton CPA, CFP®

Partner, Lallman, Felton, Peterson, & Pierce P.A.

Heidi Shelton is a partner at Lallman, Felton, Peterson & Pierce, P.A. where she provides integrated tax and financial planning services to her clients, ensuring they have the best wealth management strategy to meet their business and personal goals.

Heidi grew up in Ketchum ski racing during the winters and working for her parents’ Middle Fork River rafting company during the summers. She graduated from Whitman College with a degree in Physics and spent the first 10 years of her career as an aerospace engineer helping build the replacement to the Hubble Telescope. In the pursuit of moving back to the mountains and reconnecting with nature, she returned to school at the University of California Los Angeles to study accounting. In 2014, Heidi moved back to Ketchum and begin her accounting career. She is a licensed Certified Public Accountant in the states of Idaho and California. She is also a Certified Financial Planner™ and serves on the board of the Idaho Society of Certified Public Accountants.

Heidi is passionate about preserving the environment and the Wood River Valley for future generations including her 9-year old son Colin. Prior to joining the SVIR board, Heidi served as the treasurer of the Sawtooth Botanical Garden and supported the finance committee of Idaho Conservation League. When she’s not working or volunteering, you can usually find Heidi backcountry skiing, mountain biking, hiking, or river rafting with her family.