Dee Ann founded Heritage Wealth Advisors in Richmond, VA, in 2005. A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals. Dee Ann saw an opportunity to create the most comprehensive and collaborative multi-family office in the region and beyond.

Dee Ann’s board service has included The Community Foundation serving Central Virginia, Richmond Memorial Health Foundation, Richmond Sports Backers, The Visual Arts Center of Richmond, Richmond SPCA, and West Virginia University Foundation. Her professional affiliations include the Institute for Certified Financial Planners and the American Institute for Certified Public Accountants.

Dee Ann earned her B.S. magna cum laude from West Virginia University.  She is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Personal Financial Specialist.

She and her husband, Jim, have been married for over 35 years. Dee Ann enjoys her new role of Dee Dee to her two granddaughters.