Heritage Wealth Advisors

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Erin Scannell

Erin Scannell

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Steven Fox

Steven Fox

Financial Advisor

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Ryan Hurley

Ryan Hurley

Financial Advisor

Visit Ryan Hurley's website
Brian Van Houten

Brian Van Houten

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Van Houten's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Jill Perovich

Jill Perovich

Client Relationship Manager

Ralph Ciarlanti

Ralph Ciarlanti

Client Service Coordinator

Gina Eaton

Gina Eaton

Marketing Manager,

Financial Planning Specialist
Kelly Fox

Kelly Fox

Client Service Coordinator

Mary Hamshou

Mary Hamshou

Client Service Manager

Jeremy Hoffman

Jeremy Hoffman

Investment Manager

Miranda Mooneyham

Miranda Mooneyham

Client Service Coordinator,

Business Development Specialist
Kari Peterson

Kari Peterson

Client Service Coordinator