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 together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Heritage Wealth Advisors
Team photo for Heritage Wealth Advisors

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Advisors

Advisor photo for Isaac Walter

Isaac Walter

CRPC, APMA

Private Wealth Advisor

Visit Isaac Walter's website
Advisor photo for Roger Kinder

Roger Kinder

AAMS, LUTCF®, CRPC

Private Wealth Advisor

Visit Roger Kinder's website


Team

Hannah Charcas

Hannah Charcas

Client Service Specialist

Christina Rogers

Christina Rogers

Client Service Specialist,

Executive Assistant
Chasidy Simpson

Chasidy Simpson

Client Service Specialist,

Executive Assistant
Alex Masaki

Alex Masaki

Marketing Specialist

Connor Siebert

Connor Siebert

Client Service Coordinator

Isaac Kinder

Isaac Kinder

Client Service Coordinator,

Receptionist
Lexi McPike

Lexi McPike

Marketing Manager