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



Our advisors

Cory Wright

APMA

Financial Advisor

Learn more about Cory Wright Visit Cory Wright's website

LaVon Ferguson

APMA

Financial Advisor

Learn more about LaVon Ferguson Visit LaVon Ferguson's website


Our team

Brandi Jewett

Brandi Jewett

Operations Director,

Paraplanner
Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Ascend by Heritage Wealth Advisors