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Patricia Heider

Patricia Heider

LPL Registered Administrative Associate

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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. Patti currently has her P&C as well as her life & health insurance licenses. She earned her CISR designation in 2019. Patti also holds the FINRA SIE, Series 7, 63 and 65 Registrations with LPL Financial.

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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