Jay Jordan 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 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-four 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.

 

Our Team

 

Dee Ann 2 Dee 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-eight 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 Sports Backers, 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.

 
Mark B. Sisisky Mark B. Sisisky
Investment Management 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.

 
Ben Wafle Ben 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.

 
Chase Hill 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.

 
Dan Powell Dan 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 Proutt 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.

 
Carolyn Irwin Carolyn Irwin, CPA
Senior Tax Manager
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Carolyn Irwin is the Senior Tax Manager with Heritage Wealth Advisors. She provides tax and consulting services to high net worth individuals, partnerships, corporations and foundations.

Carolyn began her career with KPMG and had been with a well-known regional public accounting firm in Fredericksburg, VA for the past 10 years. Carolyn earned her Bachelor of Business Administration from the University of Notre Dame Summa Cum Laude where she majored in accounting. She also earned a Master of Science degree in Accountancy with a concentration in Taxation from Notre Dame.

Carolyn is licensed as a Certified Public Accountant in the state of Virginia. She is a member of the American Institute of Certified Public Accountants (AICPA), the Virginia Society of Certified Public Accountants (VSCPA) and the Battlefield Chapter of the VSCPA.

 
Marshall Chambers Marshall Chambers, CFA
Relationship Manager
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Marshall is a Relationship Manager with Heritage Wealth Advisors and serves families in Richmond as well as Fredericksburg. As a Relationship Manager 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.

 
catrice evans_1697-edit-2 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. She is a Professional in Human Resources (PHR), and active members of the Society for Human Resources Management (SHRM) and Richmond SHRM.

 
Matt Williams Matt Williams, CFP®
Senior Associate
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Matt is a Senior Associate for Heritage Wealth Advisors. As a Senior Associate, Matt assists Relationship Managers with servicing existing and new client relationships in the areas of 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 his Bachelor of Science degree in Finance from Virginia Tech with a concentration in the CERTIFIED FINANCIAL PLANNER (CFP®) Education Track. He remains very involved with Virginia Tech’s Financial Planning program, including returning to Blacksburg for guest lectures. Matt is a CFP® professional and member of the Central Virginia chapter of the Financial Planning Association (FPA). Additionally, he is a member of the NeXt Estate Planning Group of Richmond.

 
Dean Williams John 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 Coffey 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.

 
Alyssa Finchum Alyssa Finchum
Associate
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Alyssa is an Associate with Heritage Wealth Advisors. As an 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.

 
Justin Blankenship Justin 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.

 
Takisha Smith 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.

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

   
Danielle Wyatt Danielle Wyatt
Administrative Associate
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Danielle is an Administrative Assistant 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.

 

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