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Patti Heider joined the financial industry team in February 2021. She has over 13 years of experience in the insurance industry as an account manager. Patti does many administrative duties such as establishing and processing paperwork, updating client information and organizing files. She currently has her P&C as well as her life & health insurance licenses. She also earned her CISR designation in 2019. Patti holds a securities registration for the series 65 and SIE through LPL Financial and is preparing to sit for FINRA registration exams.
Patti is originally from Fond Du Lac County and currently lives in the Campbellsport area with her husband, Dan, and their children. Patti enjoys being a dedicated wife and mother, camping with family and friends, gardening, and scrap booking with her sister.
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