Heritage Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Erin Scannell, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Erin Scannell

CFP®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Colin Sands, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Colin Sands

CRPC®, CLTC®, ChFC®, AAMS®, RICP®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Colin Sands's website
Amy Schwab, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Amy Schwab

CFP®, CLTC®, CRPC®, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Schwab's website
Steven Fox, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steven Fox

CRPC®, APMA®

Private Wealth Advisor

Visit Steven Fox's website
Ryan Hurley, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Lindsey Maphumulo, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Lindsey Maphumulo

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website
Ian McGee, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Ian McGee

APMA®

Financial Advisor

Visit Ian McGee's website
Gregory A Eliason, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Gregory A Eliason

ChFC®, RICP®, APMA®

Financial Advisor

Visit Gregory A Eliason's website
Austin Scott, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Austin Scott

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Austin Scott's website
Nicole Simoni, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Nicole Simoni

CLTC®, APMA®

Financial Advisor

Visit Nicole Simoni's website
Brian Van Houten, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

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
Tami Bretz

Tami Bretz

Client Service Specialist

Kelly Fox

Kelly Fox

Operations Specialist

Megan Harris

Megan Harris

Financial Planning Specialist

Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Alisa Sands

Alisa Sands

Operations Specialist