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 PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto 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

Private Wealth Advisor

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

Colin Sands

Private Wealth Advisor

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

Amy Schwab

Financial Advisor

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

Steven Fox

Financial Advisor

Visit Steven Fox's website
Gene Hanacek

Gene Hanacek

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gene Hanacek's website
Ryan Hurley

Ryan Hurley

Financial Advisor

Visit Ryan Hurley's website
Jeffrey Johnson

Jeffrey Johnson

Financial Advisor

Franchise Owner
Visit Jeffrey Johnson's website
Janel Kinney

Janel Kinney

Financial Advisor

Visit Janel Kinney's website
Lindsey Maphumulo

Lindsey Maphumulo

Financial Advisor

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

Ian McGee

Financial Advisor

Visit Ian McGee's website
Gregory A Eliason

Gregory A Eliason

Financial Advisor

Visit Gregory A Eliason's website
Austin Scott

Austin Scott

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Austin Scott's website
Andre Selfa

Andre Selfa

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Andre Selfa's website
Nicole Simoni

Nicole Simoni

Financial Advisor

Visit Nicole Simoni's website
Brian Van Houten

Brian Van Houten

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
Lori Aest

Lori Aest

Client Service Specialist

Tami Bretz

Tami Bretz

Client Service Specialist

Gina Eaton

Gina Eaton

Insurance Specialist

Kelly Fox

Kelly Fox

Receptionist,

Administrative Assistant
Blake Hanacek

Blake Hanacek

Business Development Director

Personal Intro

  • • Masters in Resource Management from The University of British Columbia
  • • Bachelor of Science in Sustainable Resource Economics from The University of British Columbia
View more
Megan Harris

Megan Harris

Financial Planning Specialist

Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Adam Husa

Adam Husa

Client Service Specialist

Kristen Moore

Kristen Moore

Client Service Coordinator

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

Tyler Visten

Tyler Visten

Client Service Specialist