Patricia Heider became part of our Wealth Management team in February 2021, bringing with her over 13 years of invaluable experience in the insurance industry. In her current position, Patti plays a critical role in our day-to-day operations, overseeing essential administrative tasks as an LPL Registered Administrative Associate, including processing paperwork, updating client information, placing trades, handling calls, and organizing files. Her dedication is evident through significant achievements and accomplishments with extensive training and education, which makes her a tremendous asset to our team.
Patti grew up and now resides in the Campbellsport area with her husband, Dan, and their children. Outside of work, she finds joy in her roles as a dedicated wife and mother, cherishing moments of camping and traveling with loved ones, tending to her garden, scrapbooking, and living a healthy lifestyle driven by her faith and love for life. These activities not only enrich her life but also reflect her deep commitment to family and creating lasting memories.
What makes Patti a GEM:
Being a Warrior mom is her superpower; with a heart overflowing with love and a spirit that shines brightly, she courageously raised her children as a single parent for most of their lives. With a passion for travel she looks forward to someday embarking on an African safari with her husband. Patti’s love and appreciation for the U.S. veterans have always held a special place in her heart. Patti hopes to one day make a difference by assisting veterans who are in need and inspiring others to advocate for and support our veterans.