We are proud of the depth and breadth of our team of talented professionals. Our culture emphasizes teamwork, personal growth, and long-term relationships with clients and employees.
Career Opportunities and Personal Growth
A benefit of working in a smaller environment is the opportunity to get involved in a variety of projects early on in your career. By becoming a Heritage professional team member, you can quickly gain experience in a wide range of client services with increasing levels of responsibility as you progress in your career.
Our team members embrace the core values of integrity, teamwork, passion, innovation, and authenticity. We take pride in our strong work ethic, diligence, and sense of responsibility. We truly have our clients’ best interest at heart. Our passion is doing an excellent job for our clients as we help them deal with complex financial issues every day.
We support our team members with ongoing learning and development opportunities. We invest in employees' certifications and continuing education courses to ensure they stay “best in class” and fulfill their career and personal goals.
Many team members serve on volunteer boards and are involved in multiple professional, service, and education organizations throughout the region. We truly believe giving back is key to making our community a thriving place to live and work, and one that attracts and retains great talent. And many of our clients share this commitment.
If you are interested in exploring opportunities with Heritage, please contact:
Laura Bacon, COO