High net worth advising
Closely held small businesses
Heidi is an Executive Tax Shareholder with an impressive 40 years of professional experience. Heidi has been an integral part of the Tonneson team for over 35 years. Her expertise lies in serving High Net Worth, Individual and Family Office clients, specializing in Succession Planning, Tax Planning & Consulting, and Trusts and Estates.
Heidi is a CPA, CFP, PFS, and CGMA. She holds a BSBA from the University of Southern Maine, as well as MS in accounting and taxation from Bentley University. She is an active member of the AICPA, NHSCPA, and MassCPAs.
With her wealth of experience and genuine dedication, Heidi McLean is a trusted advisor who consistently delivers exceptional results to her clients.
Get to know Heidi MacLean
Beyond her professional achievements, Heidi finds joy in giving back to her community. She dedicates her time to volunteer work at Treasurer-Conservation through Poverty Alleviation International, Inc., church outreach activities, Catie's Closet events, and other organizations close to her heart. Heidi's motivation stems from her passion for making people's lives easier and better.