Our Team

//

//

Dee Ann Remo
CFP®, PFS, CPA

Founder & 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.

Cary Baronian
CFA

Director of Research
Marshall Chambers
CFP®, CFA

Director of Client Strategy & Development
Kristine Carter

Administrative Associate
Trey Childers

Investment Analyst
Mara DeCapito

Director of Marketing
Glenna Chung

Senior Administrative Associate
Patricia Escobar-Chena

Client Administrator & Marketing Specialist
Charlotte Fox

Wealth Advisor
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 &
Chief Compliance Officer
Michael Kelly

Wealth Planning Associate
Kaitlyn Kocuba

Portfolio Manager
Mica Lee

Administrative Associate
Jack Lowe
CFP®

Wealth Advisor
Matthew Osten

Investment Associate
Sharon Porter

Senior Portfolio Operations Associate
Kristen Puryear
CFP®

Wealth Advisor
Ryan Reid

Operations Associate
Mykaella Rhame

Administrative Associate
Meagan Roberts
CPA

Director of Client Services &
Senior Wealth Advisor
Takisha Smith Robinson

Portfolio Operations Manager
Daniel Rowe

Wealth Planning Associate
Sarah Remo Simmer
CFP®, CPA

Senior Wealth Advisor
Elaine Summerfield

Director of Philanthropy
Catrice Taylor
PHR, SHRM-CP

Human Resources &
Finance Manager
Brenda Wright

Finance Associate
Aaron Zitalone

Trading & Portfolio Operations Associate