Heritage Wealth Advisors

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Ryan Hurley

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Lindsey Maphumulo

Lindsey Maphumulo

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
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

Megan Harris

Megan Harris

Financial Planning Specialist

Kara Kelly

Kara Kelly

Marketing Manager