Knowledgeable and Dedicated Professionals

Our clients expect and deserve a high level of knowledge and sophistication from their advisors. To that end, all of our professionals have attained (or are in the process of attaining) advanced credentials. These credentials are a testament to the education, experience and commitment we bring to our work.

At Heritage Wealth Advisors we constantly invest in the skill development and learning experiences of our team members. In return, our clients benefit from the depth of our expertise, experience and creative thought. We are very proud to introduce our team of talented professionals:

Dee Ann Remo
Managing Director
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Dee Ann is the Managing Director of Heritage Wealth Advisors.  She has over twenty-four 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 of Richmond board.  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
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.

Daniel Schlussler
Director of Research
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Dan is the Director of Research of Heritage Wealth Advisors. As the Director of Research, Dan heads the due diligence effort on investments and conducts research on the firm’s investment platform.

Previously, Dan was a Senior Quantitative Analyst with AllianceBernstein in New York where he worked for 12 years. During his time at AllianceBernstein, he worked with the Global Value Equity division managing investment portfolios for institutions, high net worth individuals and retail clients. He has extensive experience with both U.S. and international investments including those in developing markets, as well as with alternative asset classes and tax management strategies. Prior to that, he worked in the investment advisory division of Scott & Stringfellow in Richmond.

Dan received his Master’s degree in Business Administration with concentrations in Finance and Accounting from New York University’s Stern School of Business where he graduated with distinction and earned the Stern Scholar designation. Prior to that, he earned his Bachelor of Arts from the University of Richmond. Dan is a CFA charterholder and is a level II candidate for the Financial Risk Manager designation.

Martha Proutt
Senior Relationship Manager
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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
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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 serves as the Treasurer for the Richmond Association for Business Economics.  Marshall is a CFA Level II candidate. 

Philip Wallin
Tax & Relationship Manager
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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. 

Martin Shields

Marty is a Relationship Manager with Heritage Wealth Advisors.  As a Relationship Manager, Marty is responsible for the coordination of financial planning, investment advisory, and tax services for high net worth individuals and families.  His clients include multi-generational families, professionals, business owners and business executives.  Marty has more than 5 years of financial planning and investment management experience working with prominent fee-only firms managing client engagements.   He also held management positions for several public telecom companies leading their financial planning and business analysis groups.  

He is a member of the Financial Planning Association (FPA) and has served on the Board of the Financial Planning Association of Central Virginia.  He also recently served on the Board of the Rotary Club of Tysons Corner and is a past President of the St. Bonaventure Alumni Association of Washington D.C.

Marty earned a Bachelor of Science in Economics from St. Bonaventure University and a Master of Economics from Virginia Tech.  He also received an Executive Certificate in Financial Planning from Georgetown University and is a CFP®.

Catrice Evans, PHR
Human Resources & Office Manager
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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.  She is a Professional in Human Resources (PHR), an active member 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 Johns
Associates
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Margaret is an Associate with Heritage Wealth Advisors.  As an Associate, Margaret supports the Relationship Managers in the areas of financial planning, tax preparation and planning, and investments advisory.  Prior to joining Heritage, she spent 5 years as a Financial Analyst for Thomson Reuters and Potomac Supply Corporation.

Margaret graduated from the University of Virginia earning her Bachelor of Science degree in Economics.  She also received a Certificate in Accounting from Virginia Commonwealth University and is currently working towards her CPA License.

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Izaak Mendelson
Associate
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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
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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 Finance at Virginia Commonwealth University.

Stacy Fredericks
Administrative Assistant
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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.