Heritage Wealth Advisors

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Gregory A Eliason, Financial Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Gregory A Eliason

ChFC®, RICP®, APMA

Financial Advisor

Visit Gregory A Eliason's website
Amy Schwab, Private Wealth Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Amy Schwab

CFP®, CLTC®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Schwab's website
Tim Van Dyken, Financial Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Tim Van Dyken

APMA

Financial Advisor

Visit Tim Van Dyken's website
Ryan Hurley, Financial Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Tyler Visten, Financial Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Tyler Visten

CRPC, APMA

Financial Advisor

Client Service Specialist
Visit Tyler Visten's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Megan Harris

Megan Harris

Financial Planning Specialist

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Kristy Heise

Kristy Heise

Operations Manager

Kara Scannell

Kara Scannell

Marketing Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Erin Rottler

Erin Rottler

Client Service Specialist

Alisa Sands

Alisa Sands

Operations Specialist