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
Director of Client Strategy & Development
Leah Cottrell
Wealth Planning Associate
Katherine Cross
Senior Portfolio Operations Specialist
Wesley Cullinane
Portfolio Analyst
Mara DeCapito
Director of Marketing
Darlene Dyer
First Impressions Associate
Megu Echizenya
Wealth Planning Associate
Sara Gochenour, Esq.
Chief Operating Officer
Madison Hartke
Senior Client Service Administrative Associate
Steve Henderson
CFA
Managing Director of Private Investments & Foundation Strategies
