Heritage Wealth Advisors

A TEAM OF SPECIALISTS. WORKING FOR YOU.

No financial advisor—no matter how knowledgeable—will ever have all the answers for you. There are simply too many decisions, complexities, and changes to laws, markets, and tax strategies, for any single person or small team to fully understand how to maximize all your opportunities.

Our team of over 50 wealth advisors, CERTIFIEDFINANCIAL PLANNERTM professionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decisions you’ll face throughout your lifetime.

That’s why, when you work with us, you gain access to a team of specialists across the many areas of financial planning that may touch your wealth. Our specialists provide detailed and actionable advice in essential areas such as estate and tax planning strategies, building passive income streams, business owner and executive compensation planning, investments that go beyond the typical Wall Street push of just stocks and bonds (including Socially Responsible, Environmental, Social, Governance investments), real estate, trusts services, and charitable giving strategies.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

“Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it.” - Andy Rooney


Advisors

Colin Sands, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Colin Sands

CRPC, CLTC®, ChFC®, AAMS, RICP®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Colin Sands's website
Tim Van Dyken, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tim Van Dyken

APMA

Financial Advisor

Visit Tim Van Dyken's website
Steve Bealey, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steve Bealey

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steve Bealey's website
Amy Schwab, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Amy Schwab

CFP®, CLTC®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Schwab's website
Roger Kinder, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Roger Kinder

AAMS, LUTCF®, CRPC, APMA

Private Wealth Advisor

Visit Roger Kinder's website
Lindsey Maphumulo, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Lindsey Maphumulo

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website
Richard Tilbury, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Richard Tilbury

CRPC

Financial Advisor

Visit Richard Tilbury's website
Ryan Hurley, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Steven Fox, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steven Fox

CRPC, APMA

Private Wealth Advisor

Visit Steven Fox's website
Gina Eaton, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Gina Eaton

Financial Advisor

Visit Gina Eaton's website
Isaac Walter, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Isaac Walter

CRPC, APMA

Financial Advisor

Visit Isaac Walter's website
David Ellis, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

David Ellis

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit David Ellis's website
Brian Van Houten, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Brian Van Houten

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Van Houten's website
Matthew Johnson, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Matthew Johnson

APMA

Financial Advisor

Visit Matthew Johnson's website
Gregory A Eliason, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Gregory A Eliason

ChFC®, RICP®, APMA

Financial Advisor

Visit Gregory A Eliason's website
Nicole Simoni, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Nicole Simoni

CLTC®, APMA

Financial Advisor

Visit Nicole Simoni's website
Todd Brack, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Todd Brack

APMA

Financial Advisor

Visit Todd Brack's website
Tyler Visten, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tyler Visten

CRPC, APMA

Financial Advisor

Client Service Specialist
Visit Tyler Visten's website
Jeremy Hoffman, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Jeremy Hoffman

APMA

Financial Advisor

Investment Specialist
Visit Jeremy Hoffman's website
Kate Wilusz, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Kate Wilusz

CFP®, CRPC, APMA

Private Wealth Advisor

Senior Vice President of Heritage Wealth Advisors
Visit Kate Wilusz's website
Ian McGee, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ian McGee

APMA

Financial Advisor

Visit Ian McGee's website
Bob Kovich, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Bob Kovich

Financial Advisor

Visit Bob Kovich's website
Bryan E Barnhart, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Bryan E Barnhart

Financial Advisor

Visit Bryan E Barnhart's website
Ed Hirota, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ed Hirota

Financial Advisor

Visit Ed Hirota's website
Todd R Pfutzenreuter, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Todd R Pfutzenreuter

Financial Advisor

Franchise Owner
Visit Todd R Pfutzenreuter's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director

Tanveer Khabra

Tanveer Khabra

Business Development Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Andrea Aranguiz

Andrea Aranguiz

Client Service Specialist

Christopher Basile

Christopher Basile

Insurance Specialist

Tami Bretz

Tami Bretz

Client Service Specialist

Rachel Canales

Rachel Canales

Client Service Specialist

Hannah Charcas

Hannah Charcas

Receptionist,

Marketing Specialist

Qualifications

  • Hannah has been with our team since 2014

Roles & Responsibilities

  • Scheduling
  • Event Management
  • Notary Public
View more
Erin Corbett

Erin Corbett

Operations Specialist

Kelly Fox

Kelly Fox

Operations Specialist

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Irene Grendel

Irene Grendel

Client Service Specialist

Sanchari Guha

Sanchari Guha

Executive Assistant

Megan Harris

Megan Harris

Financial Planning Specialist

Kristy Heise

Kristy Heise

Operations Manager

David Hillman

David Hillman

Financial Planning Specialist

Justine Hong

Justine Hong

Client Relationship Manager

Brandi Jewett

Brandi Jewett

Operations Director

Anthony Johnson

Anthony Johnson

Insurance Specialist

Kara Scannell

Kara Scannell

Marketing Manager

Nick Kovich

Nick Kovich

Marketing Manager

Crystina Nguyen

Crystina Nguyen

Financial Planning Specialist

Reyne Putnam

Reyne Putnam

Client Service Coordinator

Logan Ribeiro

Logan Ribeiro

Financial Planning Specialist

Christina Rogers

Christina Rogers

Client Service Specialist,

Executive Assistant
Erin Rottler

Erin Rottler

Client Service Specialist

Alisa Sands

Alisa Sands

Operations Specialist

Chasidy Simpson

Chasidy Simpson

Client Service Specialist,

Executive Assistant
Stephen Webb

Stephen Webb

Investment Specialist