Heritage Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Erin Scannell

Erin Scannell

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
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Steven Fox

Steven Fox

Financial Advisor

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David Lee

David Lee

Financial Advisor

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Brian Van Houten

Brian Van Houten

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Jill Perovich

Jill Perovich

Business Development Specialist

Gina Eaton

Gina Eaton

Insurance Specialist

Kelly Fox

Kelly Fox

Receptionist,

Administrative Assistant
Jeremy Hoffman

Jeremy Hoffman

Investment Specialist