Heritage Wealth Advisors

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

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Advisors

Mark Joern

CRPC

Private Wealth Advisor

Visit Mark Joern's website

Anthony Ryan

MBA

Financial Advisor

Visit Anthony Ryan's website

Dipali Amin

JD, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Dipali Amin's website

Daniel Polson

CFP®, CRPC

Financial Advisor

Visit Daniel Polson's website

Carly A Fischbach

CFA®

Financial Advisor

Visit Carly A Fischbach's website


Team

Amanda Weidner

Amanda Weidner

Operations Manager,

Paraplanner
Amber Johnson

Amber Johnson

Financial Planning Analyst,

Paraplanner
Callie Wurst

Callie Wurst

Operations Specialist,

Paraplanner
David Mattson

David Mattson

Investment Manager

Jenna Binsfeld

Jenna Binsfeld

Financial Planning Analyst,

Paraplanner
Keean Benson

Keean Benson

Financial Planning Analyst

Mackenzie Willemsen

Mackenzie Willemsen

Financial Planning Analyst,

Paraplanner
Meg Kyle

Meg Kyle

Operations Specialist

Megan Silbernagel

Megan Silbernagel

Client Service Coordinator

Oona Peterson

Oona Peterson

Administrative Assistant

Samuel DeSautel

Samuel DeSautel

Financial Planning Analyst,

Paraplanner
Sydney Howieson

Sydney Howieson

Operations Specialist,

Paraplanner
Tiphanie Means

Tiphanie Means

Investment Specialist,

Paraplanner
Zach Wilder

Zach Wilder

Financial Planning Specialist