Heritage Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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Advisors

Advisor photo for Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Advisor photo for Brian Van Houten

Brian Van Houten

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Van Houten's website
Advisor photo for Matthew Johnson

Matthew Johnson

CRPC

Financial Advisor

Visit Matthew Johnson's website


Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Anne Pettingill

Anne Pettingill

Client Relationship Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Kara Scannell

Kara Scannell

Marketing Manager

Hannah Charcas

Hannah Charcas

Client Service Specialist

Kayleen Rex

Kayleen Rex

Client Service Manager

Tami Bretz

Tami Bretz

Client Service Specialist

Ysabella Taylor

Ysabella Taylor

Client Service Coordinator,

Receptionist