The Team
Patton, Heide & Associates

Our Advisors

Michelle L Heide

Michelle L Heide

Private Wealth Advisor

More about me...

Contact

michelle.l.heide@ampf.com

908.713.6600

Designations

CFP®, CRPC®, BFA

Top Areas of Focus

  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Wealth Preservation Strategies

Education

BS, Environmental & Business Economics, Cook College, New Brunswick, NJ
CA Insurance #0K51985

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Joe Patton

Joe Patton

Financial Advisor

More about me...

Contact

joseph.j.patton@ampf.com

908.713.6600

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Business Management, Fairleigh Dickinson University

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Our Staff

Christina Adones

Christina Adones

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Tracey Bardecker

Tracey Bardecker

Client Service Specialist
Toni Clarke

Toni Clarke

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