Heidi Harger-Quaglia has spent over three decades mastering the details of accounting, bookkeeping, and tax preparation — a career that started almost by accident. What she thought would be a two-week job at an accounting firm turned into thirty years of hands-on experience: managing payroll, full-cycle bookkeeping, financial statement preparation, and individual and business tax returns for families and small businesses alike. That depth of experience gives her something many estate planners simply don’t have — a real, ground-level command of how a family’s finances actually work, not just how they’re supposed to look on paper.

Her approach to estate planning was shaped by two personal experiences: volunteering at hospice, where she sat with families through some of life’s hardest moments, and helping her own parents create their family trust. Both taught her the same lesson — planning isn’t just paperwork. It’s an act of love for the people you leave behind.

Today, as Founder of The Compass Wealth Group, Heidi combines over three decades of accounting and tax expertise with genuine care for every family she works with — guiding them through the decisions that protect the people, and the legacy, they’ve spent a lifetime building.