Our Team

Dee Ann Remo
CFP®, PFS, CPA

CEO

Dee Ann founded Heritage Wealth Advisors in 2005. She had a vision of creating a firm that delivered comprehensive financial solutions to clients in an innovative and collaborative way.

Find a Team Member By Location

Richmond

Charlottesville

Pittsburgh

Cary Baronian
CFA

Director of Investments
Marshall Chambers
CFP®, CFA

Director of Client Strategy & Development
Leah Cottrell

Wealth Planning Associate
Wesley Cullinane

Portfolio Analyst
Mara DeCapito

Director of Marketing
Darlene Dyer

First Impressions Associate
Megu Echizenya

Wealth Planning Associate
Sara Gochenour, Esq.

Chief Operating Officer
Madison Hartke

Senior Client Service Administrative Associate
Steve Henderson
CFA

Director of Private Investments & Foundation Strategies
Chase Hill
CFP®

Director of Tax Services &
Senior Wealth Advisor
Natalie Jones

Portfolio Operations Associate
John G. Jordan, III
CFA

Chief Investment Officer
Zuzanna Kaczmarek

Senior Wealth Planning Associate
Michael Kelly, CPA

Senior Wealth Planning Associate
Kaitlyn Kocuba

Director of Portfolio Management & Operations
Grace Lau

Client Service Administrative Associate
Mica Lee

Senior Client Service Administrative Associate
Tina Leiter

Chief Compliance Officer &
Chief Administrative Officer
Jack Lowe
CFP®

Wealth Advisor
Joel Mangham

Managing Director
Mitchell Moncure

Wealth Planning Associate
Matthew Osten

Investment Analyst
Sharon Porter

Senior Portfolio Operations Associate
Kristen Puryear
CFP®

Wealth Advisor
Ryan Reid

Portfolio Operations Associate
Meagan Roberts
CFP®, CPA

Director of Client Services &
Senior Wealth Advisor
Takisha Smith Robinson

Senior Portfolio Operations Specialist & Team Lead
Daniel Rowe
MBA, CFP®

Senior Wealth Planning Associate
Joy Rowe

Marketing & Development Associate
Sarah Simmer
CFP®, CPA, CAP®

Office Managing Partner – Pittsburgh
Tracy Townsend

Senior Portfolio Operations Specialist
Aaron Zitalone

Portfolio Analyst