Our Team

 

Dee Ann 2 Dee Ann Remo, CFP®, CPA
President and CEO
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Dee Ann is the President and CEO of Heritage Wealth Advisors. She has over twenty-seven 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 Visual Arts Center and The Community Foundation of Richmond. She served on the Board of Directors for the Richmond Memorial Health Foundation and Richmond Sportsbackers for many years. 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.

 
Jay Jordan Jay Jordan, CFA
Chief Investment Officer and Chief Compliance Officer
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Jay Jordan is the Chief Investment Officer and Chief Compliance Officer 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 the client service teams on management of client investment portfolios.  As Chief Compliance Officer, he is responsible for the firm's day-to-day compliance within the regulations of the financial services industry.

Jay joined 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-five 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 board member of the CFA Society Virginia.

Jay is a member of the Board of Trustees for Elk Hill where he also sits on the Foundation Committee.

 
Laura Bentley Bacon Laura Bentley Bacon
Chief Operating Officer
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Laura Bacon is the Chief Operating Officer with Heritage Wealth Advisors. She is responsible for overseeing all internal functions including operations, finance, HR, and administration. She has over 25 years of experience in business management, corporate finance, mergers and acquisitions, and operations.

Prior to joining Heritage, Laura was the CFO and Vice President, Finance for Tridium, Inc., a software development company and subsidiary of Honeywell. Additionally, Laura has held positions at Georgia-Pacific and Procter & Gamble.

Laura earned her undergraduate degree from Wake Forest University and her MBA from the University of North Carolina at Chapel Hill. She is a former president of the Richmond chapter of the Association for Corporate Growth and current board member.

 
Mark B. Sisisky Mark B. Sisisky
Managing Director
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Mark B. Sisisky is a Managing Director of Heritage Wealth Advisors. He has a depth of experience in both his business career and as a board member for public and nonprofit entities.

Mark was a private business owner of a large Pepsi franchise and went on to become an Anheuser Busch wholesaler in central Virginia. He remains the CIO for his family's business partnership and is a steward for multiple generations. Most recently, Mark was an owner of a bond management company in Richmond, Virginia for nine years.

Mark is currently a director for Xenith Bank and Virginia Life Sciences, LLC. He is a past president for the United Way of Southside Virginia and a past president of the Richmond Jewish Foundation and Jewish Community Federation of Richmond. He is currently a trustee for The Community Foundation of Central Virginia and the Virginia Museum of Fine Arts Foundation Board. Mark also is Chairman of the Former Soviet Union Committee of the American Jewish Joint Distribution Committee ("JDC") and an officer of the JDC, the largest Jewish humanitarian organization in the world.  Mark is also on the board of the University of Virginia Hillel International.

Mark is a graduate of the University of Virginia.

 
Ben Wafle Ben Wafle, CFP®
Director
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Ben is a Director with Heritage Wealth Advisors. He joins Heritage after a successful career with Quarles Petroleum, Inc. in Fredericksburg, Virginia where he served as both CEO and President for over 25 years. Ben brings experience with family business and wealth management issues. He graduated from the University of Virginia earning a Bachelor of Science in Commerce. He also earned a Master of Science degree in Finance from Virginia Commonwealth University. Ben has passed the CFP® certification exam.

Ben currently serves on the boards of Peoples Community Bank and The George Washington Foundation where he is also Treasurer. His past affiliations include the Fredericksburg Regional Chamber of Commerce and other non-profits in the Fredericksburg area.

Ben lives in Fredericksburg with his wife of 40+ years, Kitty Lee. He has three children and one grandchild.

 
Chase Hill Chase Hill, CFP®
Director, Client Services
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Chase is the Director of Client Services with Heritage Wealth Advisors. As the Director of Client Services, Chase is responsible for all aspects of the client service function, including 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 is a member of the Board of Trustees for Trinity Episcopal High School.

 
Martha Proutt Martha Proutt, CFP®
Lead Advisor
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Martha is a Lead Advisor with Heritage Wealth Advisors. As a Lead Advisor, 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. She is a CFP® professional and a member of the Central Virginia chapter of the Financial Planning Association (FPA). She sits on the Massey Cancer Center Advisory Board where she also sits on the Finance Committee. She is a Trustee for the St. Stephen’s Episcopal Endowment Fund and serves on the UVA Economics Engagement Committee. She is also active with World Pediatric Project and a former Junior Board member.

 
Marshall Chambers Marshall Chambers, CFA
Lead Advisor
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Marshall is a Lead Advisor with Heritage Wealth Advisors and serves families in Richmond as well as Fredericksburg. As a Lead Advisor he works directly with high net worth individuals and families and is responsible for the coordination and implementation of investment management, financial planning, and tax services for clients. Marshall serves on the Heritage Investment Policy Committee and assists the research team with strategic and tactical asset allocation and portfolio management. Prior to joining Heritage in 2007, he was with the Corporate Trust department of SunTrust Bank 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 charter holder and is a member of the CFA Society of Virginia. He serves on the board of the Visual Arts Center of Richmond and is a member of the Richmond Association of Business Economics.

 
avey teague 0275Teague Avey, CFP®
Relationship Manager
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Teague is a Relationship Manager with Heritage Wealth Advisors. As a Relationship Manager, Teague is responsible for the coordination of financial planning, investment advisory, and tax services for high net worth individuals and families. Before joining Heritage Wealth Advisors, Teague was an Associate Relationship Manager serving ultra-high net worth families with The Northern Trust Company in Chicago, Illinois, where he worked for 10 years.

Teague earned his Bachelor of Science degree in Management from Indiana University in Bloomington, Indiana.  He is a Certified Financial Planner™ and a member of the Estate Planning Council of Richmond, Virginia. 

 
catrice evans_1697-edit-2 Catrice Evans, PHR, SHRM-CP
Manager, Human Resources and Administration
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Catrice is the Manager of Human Resources and Administration 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. She is a Professional in Human Resources (PHR) and Society of Human Resource Management Certified Professional (SHRM-CP). She is also an active member of the Society for Human Resources Management (SHRM) and Richmond SHRM.

 
Dean Williams John C. (Dean) Williams, CPA
Tax Manager
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Dean is the Tax Manager with Heritage Wealth Advisors. As the Tax Manager, Dean is responsible for leading an effective and efficient tax practice. He oversees year-round tax planning and tax preparation services for existing and new client relationships. Dean works closely with Relationship Managers on a regular basis.

Prior to joining Heritage in 2014, Dean was a Vice President of Tax and Family Office Services for Silvercrest Asset Management Group. Throughout his career, Dean has provided comprehensive tax and wealth management planning for high net worth individuals and families.

Dean earned his Bachelor of Science degree in Business Administration and Accounting from Washington & Lee University. Additionally, Dean holds a Masters of Accounting degree from the University of Virginia. He is a Certified Public Accountant in the state of Virginia and also a member of the AICPA and VSCPA.

 
Petra Coffey Petra Coffey, CPA
Sr. Tax Associate
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Petra is a Sr. Tax Associate with Heritage Wealth Advisors. As a Sr. Tax Associate, Petra assists the Tax Manager and client service teams with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Petra worked as a Tax Associate for PMB Helin Donovan LLP in Austin, Texas.

Petra earned her Bachelor of Science degree in Business Administration from The Ohio State University majoring in Accounting and Finance. Petra is a licensed Certified Public Accountant in the State of Ohio since 2012 and has recently obtained her Virginia CPA license.

 
Alyssa Finchum Alyssa Finchum
Client Service Associate
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Alyssa is a Client Service Associate with Heritage Wealth Advisors. As a Client Service Associate, Alyssa assists the Director of Tax Services and Relationship Managers with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Alyssa worked as an intern at Grameen Bank in Bangladesh and in the Economic/Political section of the U.S. Embassy in Singapore.

Alyssa earned her Bachelor of Arts degree in Economics from the College of William & Mary and her Masters of Accounting from Virginia Commonwealth University.

 
Jonathan Bailey Jonathan Bailey, CPA
Client Serivce Associate
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Jonathan is a Client Service Associate with Heritage Wealth Advisors. As a Client Service Associate, Jonathan assists the Director of Tax Services and Relationship Managers with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Jonathan worked as a Staff for Ernst & Young in Richmond, Virginia.

Jonathan earned his Bachelor of Science degree in Business Administration from East Carolina University where he majored in Accounting. He further earned a Masters of Accounting & Information Systems degree from Virginia Tech with a specialization in Tax.

Jonathan is a Certified Public Accountant in the state of Virginia where he is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).

 
Takisha Smith Takisha Smith
Sr. Portfolio Administrator
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Takisha is the Sr. Portfolio Administrator 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.

Takisha earned a Bachelor's Degree in Real Estate at Virginia Commonwealth University.

 
Michael Letts Michael Letts
Portfolio Management Associate
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Michael Letts is a Portfolio Management Associate with Heritage Wealth Advisors. In his role, Michael works closely with the client service and investment teams in order to recommend investment solutions, monitor portfolios, and assist in maintaining client relationships.

Michael graduated from Virginia Commonwealth University in 2015 with a Bachelor's of Science in Economics and a minor in Sociology. During his time as a student, Michael served in managerial, research, education, and administrative positions, as well as participated in the National College Federal Reserve Challenge. Michael has plans of continuing his education in mathematics, statistics, and economics. In addition, Michael serves as Editor-in-Chief for a grassroots, academic magazine - VCU Economic Review.

 
Caroline (Cary) Baronian Caroline (Cary) Baronian
Portfolio Management Associate
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Cary is a Portfolio Management Associate with Heritage Wealth Advisors. She works closely with the client service and investment teams in order to recommend investment solutions, monitor portfolios, and assist in maintaining client relationships. Prior to joining Heritage Wealth Advisors, Cary was an Associate Relationship Manager / Portfolio Specialist at Xenith Bank.

Cary earned a Bachelor of Science in Commerce from the University of Virginia. Prior to graduating, she held intern positions at Morgan Stanley and Spider Management Company, the University of Richmond’s investment management affiliate.

 
Danielle Wyatt Danielle Wyatt
Administrative Associate
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Danielle is an Administrative Associate with Heritage Wealth Advisors. She joined Heritage from Southern States Cooperative where she gained experience working as an Administrative Intern. During this time she assisted with planning and managing relationships between vendors and product buyers of the firm. She previously held an Administrative Internship position with Heritage Wealth Advisors.

Danielle received her Bachelor of Science Degree in Business Administration and Management from Virginia Commonwealth University.

 
Ramona Mitchell Ramona Mitchell
Client Service Administrator
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Ramona is a Client Service Administrator with Heritage Wealth Advisors. She joined Heritage from The Capital Management Corporation. Ramona has 13 years of experience working in the financial services industry. She provides administrative support to the client service teams.

Ramona graduated from Colorado Technical University in 2013 with a Bachelor degree in Business Administration.

 
Delia Fuentes Delia Fuentes
Client Service Administrator
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Delia is a Client Service Administrator with Heritage Wealth Advisors. She joined Heritage from Greater Prince William Community Health Center where she worked as the Executive Assistant to the CEO. Delia has over 27 years of Business Administration experience. She is the Client Service Administrator for our Fredericksburg office and also provides support to the Human Resources Manager.

Delia graduated from Strayer University in 2013 with a Bachelor degree in Business Administration and is currently seeking her Master Degree.

 

 

Aynsley Wilton
Client Service Administrator
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Aynsley is a Client Service Administrator with Heritage Wealth Advisors supporting our Client Service teams and executive management. She joined Heritage Wealth Advisors from MassMutual Greater Richmond where she served as the Executive Administrative Assistant to the General Agent as well as the Licensing and Contracting Coordinator. She has over nine years of experience in the administration, including 6 years of experience in the financial services and financial planning industry. She is a 2009 graduate of Old Dominion University with a Bachelor in Business Administration.

 

Heritage Wealth Advisors

919 East Main Street
Suite 950
Richmond, VA 23219

Telephone: (804) 643-4080
Fax: (804) 643-4085

725 Jackson Street
Suite 202
Fredericksburg, VA 22401

Telephone: (540) 376-3500
Fax: (540) 479-1900

E-Mail: communications@heritagewealth.net