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

Michelle L Heide

CFP®, BFA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michelle L Heide Visit Michelle L Heide's website

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

Colleen Cryan

Colleen Cryan

Client Service Specialist

Personal Intro

Colleen started with us in 2024 managing client relationships and providing customer and team support. She has been raising her family in Hunterdon County for 20 years. In her free time you may find her kayaking, camping, playing bingo, or doing puzzles with her friends and family.

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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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