The Team

Heritage Wealth Advisors
If you want to be able to count on 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 customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Brian Van Houten

Brian Van Houten

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

A.A. Business / Finance, Highline Community College, Des Moines, WA, B.S. Natural Science / Chemistry, Univ. of Puget Sound, Tacoma, WA
CA Insurance #0L74541

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Greg Aest

Greg Aest

Financial Advisor

Erin Scannell

Erin Scannell

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, AAMS®

Top Areas of Focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Bachelor of Arts, Honors Economics, 1998, University of Washington, Seattle, WA
CA Insurance #0D20013 AR License #2839957

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Ryan Hurley

Ryan Hurley

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Bachelor of Science, Psychology, 1998, University of Oregon

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Steven Fox

Steven Fox

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management

Education

BA in Business Administration from Concordia College
CA Insurance #0L77701

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Mark Lalich

Mark Lalich

Financial Advisor

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Designations

MSF, APMA®

Top Areas of Focus

  • Investment Management
  • Intergenerational Planning
  • Small Business

Education

Bachelor of Science, Nuclear Engineering Technology, 2011, Excelsior College, Masters of Science, Finance, 2017, Georgetown University

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David Lee

David Lee

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies

Education

University of Washington - Bachelor of Arts in Business Administration

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Our Staff

Lisa Lewis

Client Service Coordinator

Paden VanHorn

Client Service Coordinator

Kelly Fox

Kelly Fox

Client Service Coordinator

Dawn Kraft

Dawn Kraft

Client Service Coordinator

Marketing Specialist
Gina Eaton

Gina Eaton

Insurance Specialist

Financial Planning Specialist
Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Miranda Mooneyham

Miranda Mooneyham

Client Service Coordinator

Business Development Specialist
Kari Peterson

Kari Peterson

Client Service Coordinator

Lori Aest

Lori Aest

Operations Director

Mark Traut

Mark Traut

Operations Director

Chief Operating Officer
Jill Perovich

Jill Perovich

Client Relationship Manager