With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Michelle L Heide

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
Advisor photo for Tiffani Linn Tita

Tiffani Linn Tita

CFP®

Private Wealth 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

Personal Intro

For over 20 years Tracey has been helping our clients with ensuring all your administrative financial needs are met whether you are a current client or transitioning to our office. Tracey has lived locally for over 25 years so feel free to ask about what’s happening in Clinton. She is an avid outdoor enthusiast enjoying hiking, biking and kayaking locally and while traveling. Tracey is also mom to 2 grown children.

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Candy Federick

Candy Federick

Client Service Coordinator

Personal Intro

Candy is your contact for scheduling meetings and is often the voice you hear when you call our office. She "retired" to Texas from New York in 2004 to be near her kids and grandkids. In her spare time, she likes hosting family dinners and shopping for her grandkids.

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Mary Grace Drwal

Mary Grace Drwal

Paraplanner

Personal Intro

MaryGrace has lived locally since childhood and loves spending time on Hunterdon County’s biking and hiking trails. In her spare time, she enjoys spending time with family, working out, and reading historical novels. She also loves cheering on her Clemson Tigers during the college football season!

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