The Team

Heritage Wealth Advisors

Our Advisors

Erin Scannell

Erin Scannell

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®

Top Areas of Focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Bachelor of Arts, Honors Economics, 1998, University of Washington, Seattle, WA
CA Insurance #0D20013 AR License #2839957

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Keith Hegg

Keith Hegg

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

B.A., Whitworth University, Spokane Washington, 1976

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Rich Millet

Rich Millet

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

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Edward Hirota

Edward Hirota

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

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Bryan E Barnhart

Bryan E Barnhart

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investment Management

Education

University of Oregon, BS in Business Administration, Finance

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Roger Mc Dougall

Roger Mc Dougall

Financial Advisor

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Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances

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Bob Kovich

Bob Kovich

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
CA Insurance #0M61312

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Tyler Hogan

Tyler Hogan

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

B.A., Business Administration, University of Washington, 1995

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