Our Team

 

Dee Ann 2Dee Ann Remo, CFP®, CPA
CEO & Managing Director
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Dee Ann is the CEO and 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. 

 

 

jayJay 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.

   

 

markMark 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, the largest Jewish humanitarian organization in the world.

Mark is a graduate of the University of Virginia.

 

 

benBen Wafle
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.


 

chaseChase 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.


 

Paul CohenPaul 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.

   

 

danDan Powell, CFA
Director of Research
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Dan is the Director of Research with Heritage Wealth Advisors. He works with the Investment Management Director with broad responsibilities including tactical asset allocation, risk management, manager selection, and product development. Dan works closely with Relationship Managers on management of client investment portfolios.

Dan joins Heritage after six years as Director of Research at Godsey & Gibb Wealth Management where he was responsible for macroeconomic and financial market research and analysis, asset allocation, risk management, and individual stock and security selection. Dan has over fifteen years of experience in the investment management industry working with institutions and high net worth clients.

Dan is a member of the Endowment Board at All Saints Episcopal Church. He also serves as the Treasurer of Cub Scout Pack 747 in the Heart of Virginia Council of the Boy Scouts of America.

Dan earned his Bachelors of Business Administration with a concentration in Economics from the University of Georgia. Dan is a CFA Charterholder and a member of CFA VA.


 

martha Martha Proutt, CFP®
Senior Relationship Manager
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Martha is the Senior Relationship Manager with Heritage Wealth Advisors. She has worked at Heritage Wealth Advisors since 2005. As a Senior Relationship Manager, Martha is responsible for the coordination of financial planning, investment advisory, and tax services for high net worth individuals, partnerships, corporations and foundations.

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 and the Junior Board for the World Pediatric Project. She also serves on the UVA Economics Engagement Committee and is an active volunteer with St. Stephen’s Church.

 

marshallMarshall Chambers
Relationship Manager
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Marshall is a Relationship Manager with Heritage Wealth Advisors. 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 III candidate. 

 

 

catrice evans_1697-edit-2Catrice 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.


 

Matt WilliamsMatt Williams, CFP®
Senior Associate
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Matt is a Senior Associate for Heritage Wealth Advisors.  As a Senior Associate, Matt assists the Director of Tax Services and Relationship Managers with servicing existing and new client relationships in the areas of tax preparation and planning, investment advisory, and financial and estate planning.  Matt returned to his hometown of Richmond, Virginia after previously serving as an Associate Financial Planner with RTD Financial Advisors in Philadelphia.

Matt earned a Bachelor of Science degree in Finance from Virginia Tech with a concentration in the CERTIFIED FINANCIAL PLANNER™ (CFP®) Education Track. Matt is a CFP® professional, passing the exam in 2011. He has been involved in the Financial Planning Association since 2012.


 

 

Dean Williams  web readyJohn C. (Dean) Williams, CPA
Senior Associate
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Dean is a Senior Associate with Heritage Wealth Advisors. As a Senior Associate Dean assists the Director of Tax Services and Relationship Managers with servicing existing and new client relationships in the areas of tax preparation and planning, investment advisory and financial and estate planning.  Dean has extensive experience providing wealth management planning and tax services to high net worth individuals and families.  

Dean joins Heritage after four years with Silvercrest Asset Management Group, where he last served as a Vice President of Tax and Family Office Services.  Dean earned his Bachelor of Science degree in Business Administration and Accounting from Washington and Lee University and his Masters of Accounting from the University of Virginia. He is a Certified Public Accountant.

 


 

 

petra Petra Coffey, CPA
Associate
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Petra is an Associate with Heritage Wealth Advisors. As an Associate, Petra 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, 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.

 

 

JustinJustin Blankenship
Investment Associate
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Justin is an Investment Associate for Heritage Wealth Advisors. As an Investment Associate, Justin performs macroeconomic research, assists in tactical asset allocations and risk management for client portfolios, performs manager due diligence, and assists in the development and maintenance of quantitative portfolio monitoring tools. Prior to joining Heritage, Justin spent two years as a Financial Associate at MEDcare Urgent Care in Charleston, SC.

Justin graduated from West Virginia University earning a Bachelor of Science in Business Administration, majoring in Finance, and also completed minors in Economics and Communications

 

 

takishaTakisha 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. 

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

 

   

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: info@heritagewealth.net