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.
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Cary Baronian
CFA®
Managing Director of Investments
Marshall Chambers
CFP®, CFA®
Managing Director of Client Strategy & Development
Steve Henderson
CFA®
Managing Director of Private Investments & Foundation Strategies
Chase Hill
CFP®
Chief Financial Officer & Managing Director of Tax Services
John G. Jordan, III
CFA®
Chief Investment Officer & Managing Director
Meagan Roberts
CFP®, CPA
Managing Director of Client Services
Sarah Simmer
CFP®, CPA, CAP®
Managing Director of Client Experience
Jason Barbera
CFA®
Director of Private Investments
Leah Cottrell
Administrative Associate
Katherine Cross
Senior Portfolio Operations Specialist
Wesley Cullinane
Portfolio Operations Manager
Mara DeCapito
Director of Marketing
Darlene Dyer
First Impressions Associate
Colin Frankenfield
CFA®
Director of Investments
Sara Gochenour, Esq.
Chief Operating Officer
Madison Hartke
Senior Client Service Administrative Associate
Natalie Jones
Portfolio Operations Associate
Zuzanna Kaczmarek
Wealth Advisor
Michael Kelly, CPA
Wealth Advisor
Kaitlyn Kocuba
Director of Portfolio Management & Operations
Grace Lau
Client Service Administrative Associate
Mica Lee
Human Resources Manager
Tina Leiter
Chief Compliance Officer
Carrie Mills Miller
CFRE
Director of Philanthropy & Business Development
Tyler Mock
Wealth Planning Associate
Mitchell Moncure
CFP®
Senior Wealth Planning Associate
Matthew Osten
Investment Analyst
Elizabeth Peters
Wealth Advisor
Sharon Porter
Senior Operations Associate & Team Lead
Kristen Puryear
CFP®
Wealth Advisor
Takisha Smith Robinson
Senior Portfolio Operations Specialist & Team Lead
