Heritage Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Brian Van Houten, Private Wealth Advisor serving the Gig Harbor, WA area - Ameriprise Advisors

Brian Van Houten

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Van Houten's website
Erin Scannell, Private Wealth Advisor serving the Gig Harbor, WA area - Ameriprise Advisors

Erin Scannell

CFP®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Ryan Hurley, Financial Advisor serving the Gig Harbor, WA area - Ameriprise Advisors

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Matthew Johnson, Financial Advisor serving the Gig Harbor, WA area - Ameriprise Advisors

Matthew Johnson

APMA®

Financial Advisor

Visit Matthew Johnson's website
Anthony Johnson, Financial Advisor serving the Gig Harbor, WA area - Ameriprise Advisors

Anthony Johnson

Financial Advisor

Visit Anthony Johnson's website

Team

Ysabella Taylor

Ysabella Taylor

Client Service Coordinator,

Receptionist
Kani Cassens

Kani Cassens

Client Service Specialist

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Patience Calvetti

Patience Calvetti

Receptionist,

Administrative Assistant
Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Tami Bretz

Tami Bretz

Client Service Specialist

Jill Perovich

Jill Perovich

Business Development Specialist

Megan Harris

Megan Harris

Financial Planning Specialist

Kara Kelly

Kara Kelly

Marketing Manager

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer