Heritage Point Group

Advisors

Advisor photo for Scott Richards

Scott Richards

CRPC, APMA®

Private Wealth Advisor

Managing Partner of Heritage Point Group
Visit Scott Richards's website
Advisor photo for Stephen T Meli

Stephen T Meli

CFP®, ChFC®, CMFA®, APMA®, CRPC

Private Wealth Advisor

Visit Stephen T Meli's website
Advisor photo for John D Lentz

John D Lentz

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit John D Lentz's website
Advisor photo for Alan Shannon-Breslin

Alan Shannon-Breslin

CPA, CFP®

Financial Advisor

Visit Alan Shannon-Breslin's website
Advisor photo for H J Cook

H J Cook

CFP®, APMA®

Financial Advisor

Visit H J Cook's website
Advisor photo for Lourdes M Visperas

Lourdes M Visperas

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Lourdes M Visperas's website
Advisor photo for Anthony Barber

Anthony Barber

CFP®, CRPC, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Anthony Barber's website


Team

Erica L Spiegel

Erica L Spiegel

Business Development Manager,

Chief Operating Officer of Heritage Point Group
Kristy Muffley Gable

Kristy Muffley Gable

Client Service Specialist

Maxwell Walck

Maxwell Walck

Client Service Specialist

Autumn Marrero

Autumn Marrero

Marketing Specialist