Our Team

Knowledgeable and Dedicated Professionals

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®), Chartered 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.

Firm Management

Client Services

Investment Advisory Services

Operations and Administration