Our clients expect and deserve a high level of knowledge and sophistication from their advisors. Our professionals have obtained or are earning advanced credentials, such as Certified Financial Planner (CFP®), Certified Financial Analyst (CFA®), and Certified Public Accountant (CPA).
At Heritage, we constantly invest in the skill development and learning experiences of our team members. As a result, our clients benefit from the depth of our expertise, experience and creative thought. We are very proud to introduce our team of talented professionals.
Dee Ann is the Founder, CEO and Managing Director of Heritage Wealth Advisors, established in 2005. Heritage Wealth Advisors applies a thoughtful approach to serving clients in a way that is innovative and contemporary.
Dee Ann’s career has revolved around providing wealth management services to corporate executives, professionals, business owners, and other high net worth individuals by presenting clients with unique possibilities that will benefit them in the short term and for future generations.
Dee Ann currently serves on the Board of Directors for The Community Foundation serving Central Virginia, Boys and Girls Club of Metro Richmond and the Partnership for Non-profit Excellence. She recently joined the board of the West Virginia University Foundation. In prior years, she had the privilege of working with Richmond Memorial Health Foundation, Richmond Sports Backers, Visual Arts Center of Richmond and the Richmond SPCA.
Her current organizational and professional involvement includes the Richmond Estate Planning Council, where she currently serves as President, the Institute for Certified Financial Planners and the American Institute for Certified Public Accountants.
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.
Jay Jordan is the Chief Investment Officer and Chief Compliance Officer 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 the client service teams on management of client investment portfolios. As Chief Compliance Officer, he is responsible for the firm's day-to-day compliance within the regulations of the financial services industry.
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-five 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.
Jay is a member of the Board of Trustees for Elk Hill where he also sits on the Foundation Committee. He is also a member of the Vestry at St. James's Episcopal Church.
Laura Bacon is the Chief Operating Officer with Heritage Wealth Advisors. She is responsible for overseeing all internal functions including operations, finance, HR, and administration. She has over twenty-five years of experience in business management, corporate finance, mergers and acquisitions, and operations.
Prior to joining Heritage, Laura was the CFO and Vice President, Finance for Tridium, Inc., a software development company and subsidiary of Honeywell. Additionally, Laura has held positions at Georgia-Pacific and Procter & Gamble.
Laura earned her undergraduate degree from Wake Forest University and her MBA from the University of North Carolina at Chapel Hill. She is a member of the Richmond chapter of the Association for Corporate Growth and former president.
Chase is the Director of Client Services with Heritage Wealth Advisors. As the Director of Client Services, Chase is responsible for all aspects of the client service function, including the coordination of financial planning, wealth management and tax planning. Chase attended Virginia Tech and earned his Bachelor of Science degree in Business Administration from Old Dominion University. He is a member of the Central Virginia chapter of the Financial Planning Association (FPA), the Estate Planning Council of Richmond, and the Private Business Study Group. Chase volunteers with Junior Achievement of Central Virginia and is a member of the Board of Trustees for Trinity Episcopal High School.
Marshall is a Lead Advisor with Heritage Wealth Advisors and serves families in Richmond as well as Fredericksburg. As a Lead Advisor 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.
Jack is the Director of Research with Heritage Wealth Advisors and sits on the Heritage Investment Policy Committee. He provides ongoing research of macroeconomic risks to assist in tactical asset allocation decisions and risk management for client portfolios. Jack oversees the process of manager selection and ongoing due diligence as well as general investment support.
Jack joined Heritage after nearly twenty years with BB&T Capital Markets where he was a Managing Director. Most recently he had been Head of Equity Sales and Trading following many years as a Senior Research Analyst. Jack has received recognition multiple times for his research in the annual Wall St. Journal Best on the Street Analyst Survey.
Jack earned an MBA from the College of William and Mary and a Bachelor of Arts degree from the University of Virginia. Jack has served on the Richmond Regional Selection Committee for the Jefferson Scholars Program and the Richmond Regional Board of the College Foundation at the University of Virginia.
Dean is the Tax Manager with Heritage Wealth Advisors. As the Tax Manager, Dean is responsible for leading an effective and efficient tax practice. He oversees year-round tax planning and tax preparation services for existing and new client relationships. Dean works closely with Relationship Managers on a regular basis.
Prior to joining Heritage in 2014, Dean was a Vice President of Tax and Family Office Services for Silvercrest Asset Management Group. Throughout his career, Dean has provided comprehensive tax and wealth management planning for high net worth individuals and families.
Dean earned his Bachelor of Science degree in Business Administration and Accounting from Washington & Lee University. Additionally, Dean holds a Masters of Accounting degree from the University of Virginia. He is a Certified Public Accountant in the state of Virginia and also a member of the AICPA and VSCPA.
Petra is a Senior Tax Associate with Heritage Wealth Advisors. As a Senior Tax Associate, Petra assists the Tax Manager and client service teams 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 Certified Public Accountant in the states of Ohio and Virginia. She is also an active member of the AICPA.
Alyssa is a Client Service Associate with Heritage Wealth Advisors. As a Client Service 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 at Grameen Bank in Bangladesh and in the Economic/Political section of the U.S. Embassy in Singapore.
Alyssa earned her Masters of Accounting from Virginia Commonwealth University, and her Bachelor of Arts degrees in Economics and International Relations from the College of William & Mary.
Jonathan is a Client Service Associate with Heritage Wealth Advisors. As a Client Service Associate, Jonathan assists the Tax Managers and Lead Advisors with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Jonathan worked as a Tax Associate for Ernst & Young in Richmond, Virginia where he focused on corporate, partnership and individual tax compliance and reporting.
Jonathan earned his Bachelor of Science degree in Business Administration from East Carolina University where he majored in Accounting. He also earned a Masters of Accounting & Information Systems degree from Virginia Tech with a specialization in Tax.
Jonathan is a Certified Public Accountant in Virginia where he is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
Stone is a Client Service Associate with Heritage Wealth Advisors. As a Client Service Associate, Stone 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, Stone worked as an intern at Boeing Inc. in Seattle, Washington and at Westpac Bank in Sydney, Australia.
Stone earned dual Bachelor of Science degrees from Virginia Tech in Accounting and Finance, with a concentration in the CFP® Certification Education Program.
Takisha is the Sr. Portfolio Administrator 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.
Cary is an Investment Analyst with Heritage Wealth Advisors. She assists in the development and communication of the Firm's investment management strategies, focusing on research, asset allocation, portfolio construction, risk analytics, and portfolio monitoring. Cary joined Heritage as a Portfolio Management Associate, gaining experience in investment strategy implementation and client portfolio management before transitioning to her current role. Prior to joining the Firm, she was an associate at Xenith Bank. She previously held intern positions at Morgan Stanley in New York, NY and Spider Management Company, the University of Richmond's investment management affiliate. Cary earned her Bachelor in Science in Commerce with concentrations in Finance and Accounting from the University of Virginia. She is a CFA Level III candidate.
Kelsey is a Portfolio Management Associate with Heritage Wealth Advisors. She works closely with the client service and investment teams in order to recommend investment solutions, monitor portfolios, and assist in maintaining client relationships. Kelsey joined Heritage Wealth Advisors after two years as a Client Service Administrator with Cordant Wealth Partners in Portland, Oregon. She was previously employed for three years with IBM’s mortgage servicing subsidiary, Seterus, Inc., where she specialized in default management, compliance and communications.
Kelsey earned her Bachelor of Arts in Psychology from the University of Virginia.
Danielle is a Finance and Accounting Associate with Heritage Wealth Advisors. As a Finance and Accounting Associate, Danielle is responsible for assisting the Chief Operating Officer in managing internal finances and operations. She also assists the Relationship Managers with serving existing and new client relationships in the areas of bookkeeping and personal financial management. She joined Heritage as an Administrative Assistant. Prior to joining the firm, Danielle was an intern at Southern States Cooperative. Danielle received her Bachelor of Science Degree in Business Administration and Management from Virginia Commonwealth University.
Mark B. Sisisky is a consultant for Heritage Wealth Advisors, having previously served in the role of Managing Director. 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 ("JDC") and an officer of the JDC, the largest Jewish humanitarian organization in the world. Mark is also on the board of the University of Virginia Hillel International.
Mark is a graduate of the University of Virginia.
Ben is a consultant with Heritage Wealth Advisors. Previously, Ben had 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.
Ramona is a Client Service Administrator with Heritage Wealth Advisors. She joined Heritage from The Capital Management Corporation. Ramona has 13 years of experience working in the financial services industry. She provides administrative support to the client service teams.
Ramona graduated from Colorado Technical University in 2013 with a Bachelor degree in Business Administration.
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