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 Lindsey Maphumulo

Lindsey Maphumulo

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website


Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President of Heritage Wealth Advisors
Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Tami Bretz

Tami Bretz

Client Service Specialist

Kara Scannell

Kara Scannell

Marketing Manager