Heritage Wealth Advisors

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Ryan Hurley

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
David Lee

David Lee

Financial Advisor

Visit David Lee's website
Brian Van Houten

Brian Van Houten

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Van Houten'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

Gina Eaton

Gina Eaton

Insurance Specialist

Lori Aest

Lori Aest

Client Service Specialist

Kelly Fox

Kelly Fox

Operations Specialist,

Receptionist
Kayleen Rex

Kayleen Rex

Client Service Manager