Heritage Wealth Advisors

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Jeffrey Johnson

Jeffrey Johnson

CRPC®

Financial Advisor

Franchise Owner
Visit Jeffrey Johnson's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Anne Pettingill

Anne Pettingill

Client Relationship Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Kara Kelly

Marketing Manager

Janel Kinney

Janel Kinney

Client Service Specialist

Adam Husa

Adam Husa

Client Service Specialist

Kayleen Rex

Kayleen Rex

Client Service Coordinator