Dee Ann Remo
Managing Director
dremo@heritagewealth.net

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

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

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 Investments & Chief Compliance Officer
scooke@heritagewealth.net

Steve is the Director of Investments and Chief Compliance Officer with Heritage Wealth Advisors. As the firms’ Director of Investments, he is responsible for the investment direction of client assets and the research efforts for separate accounts, mutual funds, alternative investments, and asset allocation strategies, as well as the financial markets. As the Chief Compliance Officer, he is responsible for the firms’ day-to-day compliance within the regulations of the financial services industry.

He has over fifteen years of investment-related experience and most recently was the Due Diligence Manager for the fee-based advisory group at Wachovia Securities. In that role he was manager of the research group responsible for the mutual fund and separately managed account portfolios within the organization. Previously at Wachovia Securities, Steve provided portfolio strategy and investment planning services to high net worth individuals. Steve began his career as an Equity Research Analyst at 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 and will be sitting for the December 2010 examination.

Chase Hill
COO & Senior Relationship Manager
chill@heritagewealth.net

Chase is the Chief Operating Officer and Senior Relationship Manager with Heritage Wealth Advisors. As COO, he is responsible for overseeing all internal functions of the firm. As a Senior Relationship Manager, Chase is responsible for the coordination of financial planning, investment advisory, and tax services for high net worth individuals and families.

Chase attended Virginia Tech and earned his Bachelor of Science degree in Business Administration from Old Dominion University. He is a Certified Financial Planner TM and is a member of the Central Virginia chapter of the Financial Planning Association (FPA), the Estate Planning Council of Richmond, Virginia, and the Virginia Gift Planning Council.

Martha Proutt
Senior Relationship Manager
mproutt@heritagewealth.net

Martha is a Senior Relationship Manager with Heritage Wealth Advisors. As a Senior Relationship Manager, Martha is responsible for the coordination of financial planning, investment advisory, and tax services for high net worth individuals and families. Her clients include multi-generational families, owners of closely held entities and corporate executives. 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) and is an active volunteer with the Junior League of Richmond, the VCU Massey Cancer Center and St. Stephen’s Church.

Marshall Chambers
Investment & Relationship Manager
mchambers@heritagewealth.net

Marshall is an Investment and Relationship Manager with Heritage Wealth Advisors.  As an Investment Advisory manager, he works directly with the Director of Investments on managing client portfolios, monitoring asset allocations, and research.  Marshall is also responsible for the supervision of all investment operations within Heritage and with the third party custodial services.  As a Relationship Manager, he is responsible for the coordination of investment management, financial planning, and tax services for clients.  He works directly with high net worth individuals and families. Marshall has over nine years of financial services industry experience.  Prior to joining Heritage, he was a Compliance Associate with SunTrust Bank, Corporate Trust in Richmond, Virginia, for seven years.

Marshall earned his Bachelor of Science degree in Economics and Business from Randolph Macon College. Prior, he graduated from the Trinity Episcopal School in Richmond, Virginia. Marshall is a CFA Level 1 candidate.

Philip Wallin
Tax & Relationship Manager
pwallin@heritagewealth.net

Philip is a Tax and Relationship Manager with Heritage Wealth Advisors.  He joined Heritage in 2008 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. He is a Certified Public Accountant and is a member of the Virginia Society of Certified Public Accountants (VSCPA).

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

Catrice Evans
Human Resources & Office Manager
cevans@heritagewealth.net

Catrice is a Human Resource & 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 studying for the Professional in Human Resources (PHR) Certification. She is an active member of the Society for Human Resources Management (SHRM) and the Richmond SHRM

Meredith Briggs
Senior Associate
mbriggs@heritagewealth.net

Meredith is a Senior Associate with Heritage Wealth Advisors. She joined Heritage after four years with AXA Advisors, LLC where she worked with clients in the areas of investment management, financial planning, and risk management.

Meredith is passionate about financial education. She cofounded “Financial Fitness for Women”, a free monthly workshop sponsored by the University of Richmond for the 2009-2010 school year. She has been invited as a guest speaker for many local organizations including the Virginia Society of CPAs, the Easter Seals of Virginia, Capital One, the Greater Richmond Chamber of Commerce, and the Hispanic Chamber of Commerce (Hispanic Women in Business).

Meredith earned her Bachelor of Arts degree magna cum laude from Duke University in only three years. She speaks fluent Spanish and conversational German and became a Certified Financial Planner™ in 2009.

Karen O'Grady
Associate
kogrady@heritagewealth.net

Karen is an Associate with Heritage Wealth Advisors. As an Associate, Karen supports the Relationship Managers in the areas of financial planning, tax preparation and planning, and investments advisory.

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

Jordan Webb
Associate
jwebb@heritagewealth.net

Jordan is an Associate with Heritage Wealth Advisors. He joined the firm after concluding a tax internship with Heritage Wealth Advisors in early 2010. In 2009, Jordan graduated cum laude from the University of Mary Washington earning his Bachelor of Science in Business Administration.

Jordan is currently enrolled at Virginia Commonwealth University pursuing an MBA degree with an accounting concentration. He is also studying for the CPA examination that he will sit for in 2011.

Izaak Mendelson
Associate
imendelson@heritagewealth.net

Izaak is an Associate with Heritage Wealth Advisors. As an Associate Izaak supports the Investment Advisory Team. Prior to joining Heritage, he spent 3 years as a Financial Representative with Northwestern Mutual Financial Network in Morgantown, WV.

In May 2010, Izaak earned his Bachelor of Science degree in Business Administration from West Virginia University, majoring in Finance. He is currently pursuing his CFA designation.

Takisha Smith
Operations Specialist
tsmith@heritagewealth.net

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.

Stacy Fredericks
Administrative Assistant
sfredericks@heritagewealth.net

Stacy is an Administrative Assistant with Heritage Wealth Advisors. A native of New York, Stacy has more than 15 years of experience as an Administrative Assistant. Previously she was employed with Credit Suisse Securities (USA) LLC, in the investment banking division. While there, she provided high-level support to a wide range of bankers, including various executives and staff level employees.

Stacy attended the University of Bridgeport, majoring in accounting.