Celebrating 20 years of honoring legacies and embracing new horizons. Read More

Our Team

About
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20th Anniversary
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Team
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Careers

  • 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

  • Cary Baronian
    CFA

    Managing Director of Investments

  • Marshall Chambers
    CFP®, CFA

    Managing Director of Client Strategy & Development

  • Steve Henderson
    CFA

    Managing Director of Private Investments & Foundation Strategies

  • Chase Hill
    CFP®

    Chief Financial Officer, Managing Director of Tax Services

  • John G. Jordan, III
    CFA

    Chief Investment Officer, Managing Director

  • Meagan Roberts
    CFP®, CPA

    Managing Director of Client Services

  • Sarah Simmer
    CFP®, CPA, CAP®

    Managing Director of Client Experience

  • Jason Barbera CFA

    Director of Private Investments

  • Leah Cottrell

    Administrative Associate

  • Katherine Cross

    Senior Portfolio Operations Specialist

  • Wesley Cullinane

    Portfolio Operations Manager

  • Mara DeCapito

    Director of Marketing

  • Darlene Dyer

    First Impressions Associate

  • Colin Frankenfield

    Director of Investments

  • Sara Gochenour, Esq.

    Chief Operating Officer

  • Madison Hartke

    Senior Client Service Administrative Associate

  • Janelle Jackson

    Senior Client Service Administrative Associate

  • Natalie Jones

    Portfolio Operations Associate

  • Zuzanna Kaczmarek

    Wealth Advisor

  • Michael Kelly, CPA

    Wealth Advisor

  • Kaitlyn Kocuba

    Director of Portfolio Management & Operations

  • Grace Lau

    Client Service Administrative Associate

  • Mica Lee

    Human Resources Manager

  • Tina Leiter

    Chief Compliance Officer &
    Chief Administrative Officer

  • Haiden McCourt

    Investment Analyst

  • Tyler Mock

    Wealth Planning Associate

  • Mitchell Moncure

    Senior Wealth Planning Associate

  • Matthew Osten

    Investment Analyst

  • Sharon Porter

    Senior Operations Associate & Team Lead

  • Kristen Puryear
    CFP®

    Wealth Advisor

  • Takisha Smith Robinson

    Senior Portfolio Operations Specialist & Team Lead

  • Daniel Rowe
    MBA, CFP®

    Wealth Advisor

  • Joy Rowe

    Marketing & Development Associate

  • Tracy Townsend

    Senior Portfolio Operations Specialist

  • Aaron Zitalone

    Portfolio Manager