Heritage Wealth Advisors

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Colin Sands

Colin Sands

CRPC®, CLTC®, ChFC®, AAMS®, RICP®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Colin Sands's website
Amy Schwab

Amy Schwab

CFP®, CLTC®, CRPC®, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Schwab's website
Steven Fox

Steven Fox

CRPC®

Private Wealth Advisor

Visit Steven Fox's website
Ryan Hurley

Ryan Hurley

CIMA®

Financial Advisor

Chief Investment Officer of Heritage Wealth Advisors
Visit Ryan Hurley's website
Jeffrey Johnson

Jeffrey Johnson

CRPC®

Financial Advisor

Franchise Owner
Visit Jeffrey Johnson's website
Janel Kinney

Janel Kinney

CRPC®, AAMS®

Financial Advisor

Visit Janel Kinney's website
Lindsey Maphumulo

Lindsey Maphumulo

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website
Ian McGee

Ian McGee

APMA®

Financial Advisor

Visit Ian McGee's website
Gregory A Eliason

Gregory A Eliason

ChFC®, CLTC®, RICP®, APMA®

Financial Advisor

Visit Gregory A Eliason's website
Austin Scott

Austin Scott

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Austin Scott's website
Nicole Simoni

Nicole Simoni

CLTC®, APMA®

Financial Advisor

Visit Nicole Simoni'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
Tami Bretz

Tami Bretz

Client Service Specialist

Kelly Fox

Kelly Fox

Operations Specialist,

Receptionist
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

Alex Riccobono

Alex Riccobono

Client Service Coordinator

Alisa Sands

Alisa Sands

Operations Specialist