Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Michelle L Heide, Private Wealth Advisor serving the Clinton, NJ area - Ameriprise Advisors

Michelle L Heide

CFP®, BFA, CRPC®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michelle L Heide Visit Michelle L Heide's website
Tiffani Linn Tita, Financial Advisor serving the Clinton, NJ area - Ameriprise Advisors

Tiffani Linn Tita

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tiffani Linn Tita Visit Tiffani Linn Tita's website

Our team

Tracey L. Bardecker

Tracey L. Bardecker

Client Service Specialist

Candy Federick

Candy Federick

Client Service Coordinator