Our Team

Dee Ann Remo, CFP©, CPA
Managing Director
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Dee Ann is the Managing Director of Heritage Wealth Advisors. She has over twenty-six 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 Institute for Certified Financial Planners, and the Richmond Estate Planning Council. Dee Ann sits on the Board of Directors for the Richmond Memorial Health Foundation, Richmond Sportsbackers, the Visual Arts Center and The Community Foundation Serving Richmond and Central Virginia. Previously she was a partner with KPMG where she spent the first 19 years of her career.  

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. 

Chase Hill, CFP©
COO & Senior Relationship Manager
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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. Chase volunteers regularly with Junior Achievement of Central Virginia and sits on the Alliance Board of the Massey Cancer Center.

Jay Jordan, CFA
Investment Management Director
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Jay Jordan is the Investment Management Director with Heritage Wealth Advisors. He is responsible for all aspects of the investment management process of the firm including asset allocation, risk management, investment research and product development. Jay works closely with Relationship Managers on management of client investment portfolios.   

Jay joins Heritage after twelve years as a portfolio manager at Eagle Asset Management with macroeconomic, industry and individual stock selection responsibilities over a large capitalization equity portfolio. Jay has over twenty-one years of experience in the investment management industry working with institutions and high net worth clients.  

Jay earned his Bachelor of Science degree in Commerce with a concentration in Finance from the University of Virginia. Jay is a Chartered Financial Analyst and a member of the Richmond Society of Chartered Financial Analysts.   

Jay chairs the Board of Directors for Elk Hill Farm where he also sits on the Foundation Committee.

Paul Cohen, JD, CPA, LLM
Director of Tax Services
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Paul is the Director of Tax Services with Heritage Wealth Advisors. He manages all aspects of the tax process of the firm with an emphasis on proactive planning. Paul works closely with the Relationship Managers and the Client Service Director to help serve our client base.

Paul joins Heritage with twelve years of experience in the tax planning and consulting industry. He has worked in the tax departments of large public accounting firms and law firms advising high net worth clients on complex tax issues regarding business mergers and acquisitions, individual income tax planning, and gift, trust & estate planning.

Paul earned his Bachelor of Science degree from Loyola University of Chicago, his law degree from Chicago Kent College of Law, and his Masters of Tax Law (LLM) from Georgetown University Law Center. He is also a Certified Public Accountant and is currently a Lieutenant Colonel in the United States Army Reserves Judge Advocate General’s Corps.

Martha Proutt, CFP©
Client Service Director & Senior Relationship Manager
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Martha is the Client Service Director and Senior Relationship Manager with Heritage Wealth Advisors. As the Client Service Director, she promotes organizational growth by providing strategic client direction, building new relations, and ensuring that all clients receive the highest quality of service across all product lines. 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. 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, a member of the Central Virginia chapter of the Financial Planning Association (FPA). She sits on the Junior Board of both the Massey Cancer Center Alliance and World Pediatric Project. She also serves on the UVA Economics Engagement Committee and is an active volunteer with St. Stephen’s Church.  

Marshall Chambers
Business Development Director & Relationship Manager
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Marshall is the Business Development Director and Relationship Manager with Heritage Wealth Advisors. As the Business Development Director, he is responsible for guiding the firm in achieving growth objectives to meet both short and long term goals. As a Relationship Manager he works directly with high net worth individuals and families and is responsible for the coordination of investment management, financial planning, and tax services for clients. Marshall also works with the Investment Management Director on managing client portfolios, monitoring asset allocations, and research. He has over twelve years of financial services industry experience. Prior to joining Heritage, he was 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. He is a CFA Level II candidate. 

Philip "PJ" Wallin, CFP©, CPA
Tax & Relationship Manager
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PJ is a Tax and Relationship Manager with Heritage Wealth Advisors. As a Relationship Manager, PJ delivers comprehensive tax, financial, estate, and investment advisory services to families, individuals, small business owners, and corporate executives. He advises clients on complex tax issues related to individual income tax, retirement planning, wealth transfer planning, trusts & estates, and charitable giving. In his role as Tax Manager, PJ manages the tax product service line, including tax return and projection review, workflow optimization, preparation of written communications, and staff & intern development. 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.  

PJ 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. He is a Certified Public Accountant and is a member of the Virginia Society of Certified Public Accountants (VSCPA). In addition, PJ is a Certified Financial Planner® and member of the Central Virginia chapter of the Financial Planning Association (FPA). 

PJ is a board member of the Central Virginia Multiple Sclerosis Society and an active volunteer with various other organizations, including Sports Backers, First Things First, and the Greater Richmond Chamber of Commerce. 

Izaak Mendelson
Operations Manager
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Izaak is the Operations Manager for Heritage Wealth Advisors.  As Operations Manager, Izaak works to improve processes and policies in support of the firms strategic goals.  He is responsible for implementing and managing the day to day operations of the firm.  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 currently serves on the Board of Directors for the Central Virginia West Virginia University Alumni Association.

Catrice Evans, PHR
Human Resources & Office Manager
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Catrice is a Human Resources & Office Manager with Heritage Wealth Advisors. She has over 10 years in the Administrative field. She is responsible for organizing and coordinating office operations and procedures to ensure organizational effectiveness and efficiency. Catrice also works with the Chief Operating Officer on strategic and tactical matters as they relate to budgeting, management and forecasting needs. She joined Heritage from Capital One Financial Corporation, where she worked for 7 years. 

Catrice earned her Bachelor of Science degree in Business Administration from Strayer University and an Associate of Applied Science degree in Computer System Applications from ECPI College of Technology. She is a Professional in Human Resources (PHR), and active members of the Society for Human Resources Management (SHRM) and Richmond SHRM.

Karen O'Grady
Senior Associate
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Karen is a Senior Associate with Heritage Wealth Advisors. As a Senior 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. 

Margaret Smith
Senior Associate
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Margaret is a Senior Associate with Heritage Wealth Advisors. As a Senior Associate, Margaret supports the Relationship Managers in the areas of financial planning, tax planning and preparation, and investment advisory. Prior to joining Heritage, she spent 5 years as a Senior Financial Analyst for Thomson Reuters.

Margaret graduated from the University of Virginia earning a Bachelor of Arts degree in Economics. She also received a Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University and is currently working towards her CPA license.

Takisha Smith
Operations Associate
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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 Real Estate at Virginia Commonwealth University.