Dee Ann Remo
Managing Director

Dee Ann is a Managing Director with Heritage Wealth Advisors.  She has over twenty years of experience providing wealth management planning and services to corporate executives, professionals, business owners, and other high net worth individuals.

Professional and organizational involvement includes the American Institute for Certified Public Accountants, the International Association for Financial Planning, the Institute for Certified Financial Planners, the Richmond Estate Planning Council. Dee Ann is Treasurer of the Richmond SPCA Board of Directors and sits on the boards of the Richmond Memorial Foundation and the Visual Arts Center of Richmond. Previously, she was a partner with KPMG, LLC.

Dee Ann earned her Bachelor of Science degree magna cum laude from West Virginia University.  She is a Certified Public Accountant, Certified Financial Planner and Personal Financial Specialist.

Steve Cooke
Director of Investment Services

Steve is the Director of Investment Services with Heritage Wealth Advisors. He has over thirteen years of investment-related experience and joined Heritage from Wachovia Securities, where he was the Due Diligence Manager for fee-based advisory products. Previously with Wachovia Securities, Steve provided portfolio strategy and investment planning services to high net worth individuals.  Steve began his career as an Equity Research Analyst with Scott & Stringfellow in 1995.

Steve earned his Bachelor of Science degree in Finance from Virginia Commonwealth University after serving for three years in the U.S. Army during the first Persian Gulf conflict.  Steve is a Level I candidate in the CFA Program.

Lynn Brennan
Director of Client Services

Lynn is the Director of Client Services with Heritage Wealth Advisors. She has over twenty years of fiduciary experience and joined Heritage from U.S. Trust, Bank of America Private Wealth Management, where she served as Vice President and Trust Officer with responsibility for the administration of fiduciary, investment management and estate accounts. She previously served as Fiduciary Compliance Officer for the Central Virginia Region of U.S. Trust.

While at U.S. Trust, Lynn was an active member of their Administrative and Investment Review Committee and served as Vice Chairperson of their Uniform Principal and Income Act, Unitrust and Discretionary Review Committee. Her expertise focuses on assisting high net worth individuals and families with their trust and estate planning through multiple generations.

She actively participates as a weekly reader for the Virginia Voice, a non-profit radio reading service for the blind and visually impaired, and assists with Habitat for Humanity and The Ronald McDonald House in the Richmond area.

Lynn earned her Bachelor of Science degree in Psychology from Denison University in Granville, Ohio.

Mariclare Lichvar
Client Service Manager

Mariclare is a Client Service Manager with Heritage Wealth Advisors. She has nine years of experience in a tax services environment with a strong emphasis in fiduciary and individual income taxation. She joined Heritage from U.S. Trust, Bank of America Private Wealth Management where she served as a Tax Accountant providing technical tax expertise, tax consulting and tax preparation within the Private Wealth Management team to meet the needs of high net worth clients.

Mariclare is a graduate from Richard Bland Jr. College with a liberal arts degree and is pursuing a Post Baccalaureate certificate in accounting at Virginia Commonwealth University.

Chase Hill
Client Service Manager

Chase is a Client Service Manager with Heritage Wealth Advisors. His clients include corporate executives within retail, financial services, and utility sectors, as well as owners of closely held entities and other individuals.

Chase earned his Bachelor of Science degree in Business Administration with a concentration in Finance from Old Dominion University. Prior, he graduated from the Trinity Episcopal School in Richmond, Virginia. He is a Certified Financial Planner TM and is a member of the Central Virginia chapter of the Financial Planning Association (FPA).

Martha Proutt
Client Service Manager

Martha is a Client Service Manager with Heritage Wealth Advisors. Her clients include corporate executives within the insurance, financial services, and legal sectors, as well as owners of closely held entities and multi-generational families. Previously, she was a Private Client Associate with Sanford C. Bernstein in Washington, DC.

Martha earned her Bachelor of Science degree in Economics with a concentration in Finance from the University of Virginia. Prior to the University of Virginia, she graduated from the Collegiate School in Richmond, Virginia. She is a CFP® professional and is a member of the Central Virginia chapter of the Financial Planning Association (FPA).

Philip Wallin
Client Service Specialist

Philip is a Client Service Specialist with Heritage Wealth Advisors.  He joined Heritage from KPMG LLP where he spent four years within the Audit and Advisory Practice, with a rotation in the Federal Tax Practice.

Philip earned his Bachelor of Science degree in Business Administration as well as his Masters of Accounting from the University of North Carolina – Chapel Hill, where he was a four year member of the Tarheel men’s swimming team.  Prior, he graduated from East Grand Rapids High School in Grand Rapids, Michigan.

PJ is an active volunteer with the Central Virginia Multiple Sclerosis Society and also with Junior Achievement of Central Virginia

Catrice Evans
Associate Planner and Office Manager

Catrice is an Associate Planner and Office Manager with Heritage Wealth Advisors. She joined Heritage from Capital One Financial Corporation.

Catrice earned her Bachelor of Science degree in Business Administration from Strayer University. She also has an Associate of Applied Science degree in Computer System Applications from ECPI College of Technology. In addition to her full time position at Heritage Wealth Advisors, Catrice is currently working on her Accounting degree at Virginia Commonwealth University. 

Marshall Chambers
Research Analyst

Marshall is a Research Analyst with Heritage Wealth Advisors. He was previously a Compliance Associate with SunTrust Bank, Corporate Trust in Richmond, Virginia, for seven years.

Marshall earned his Bachelor of Science degree in Business and Economics from Randolph Macon College. Prior, he graduated from the Trinity Episcopal School in Richmond, Virginia.

Karen O'Grady
Professional Staff Associate

Karen is a Professional Staff Associate with Heritage Wealth Advisors. She previously interned with Bank of America (Richmond, Virginia) and USA Financial (Grand Rapids, Michigan) where she was involved with portfolio management and investment strategies, personal banking and account transfers.

Karen is a recent graduate of Clemson University earning her Bachelor of Science degree in Finance, with a concentration in Financial Planning, and a minor in Accounting. Prior, she graduated from St. Catherine's School in Richmond, Virginia. She is currently working towards her CFP designation.

Takisha Smith
Operations Specialist

Takisha is an Operations Specialist with Heritage Wealth Advisors. She joined Heritage from the VA Farm Bureau Mutual Insurance Company where she worked as a Cash Specialist for three years. Takisha was also employed with Capital One Financial Corporation for eight years where she held two key positions: Accounting Associate and Fraud Detection Specialist, both requiring a high level of dedication on her part.

In addition to her full time employment at Heritage, Takisha is currently pursuing a Bachelor's Degree in Finance at Virginia Commonwealth University.

Delores Raigns
Administrative Assistant

Delores is an Administrative Assistant with Heritage Wealth Advisors. She has twelve years expertise as an Executive Assistant, with an emphasis in the human resources field. She has worked for some of the most reputable companies in the Richmond, Virginia area, such as Philip Morris, Genworth (formerly General Electric Financial Assurance) and Circuit City Corporate Offices, with whom she was employed for seven years.

Delores attended John Tyler Community College in Chester, Virginia where she majored in Sociology, with a minor in Psychology. She is currently pursuing her Bachelor’s Degree.