A TEAM OF SPECIALISTS. WORKING FOR YOU.

No financial advisor—no matter how knowledgeable—will ever have all the answers for you. There are simply too many decisions, complexities, and changes to laws, markets, and tax strategies, for any single person or small team to fully understand how to maximize all your opportunities.

Our team of over 50 wealth advisors, CERTIFIED FINANCIAL PLANNERTMprofessionals, and specialists collaborate with your CPA, attorney, and other trusted professionals to guide you through the many complex financial decisions you’ll face throughout your lifetime.

That’s why, when you work with us, you gain access to a team of specialists across the many areas of financial planning that may touch your wealth. Our specialists provide detailed and actionable advice in essential areas such as estate and tax planning strategies, building passive income streams, business owner and executive compensation planning, investments that go beyond the typical Wall Street push of just stocks and bonds (including Socially Responsible, Environmental, Social, Governance investments), real estate, trusts services, and charitable giving strategies.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

“Everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it.” - Andy Rooney


Our advisors

Erin Scannell

CFP®, CLU®, ChFC®, AAMS

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Learn more about Erin Scannell Visit Erin Scannell's website

Colin Sands

CRPC, CLTC®, ChFC®, AAMS, RICP®, APMA

Private Wealth Advisor

Managing Partner of Heritage Wealth Advisors
Learn more about Colin Sands Visit Colin Sands's website

Mark Joern

CRPC

Private Wealth Advisor

Learn more about Mark Joern Visit Mark Joern's website

Kathy Hobart

CIMA®

Private Wealth Advisor

Certified Investment Management Analyst®
Learn more about Kathy Hobart Visit Kathy Hobart's website

Anthony Ryan

MBA

Financial Advisor

Learn more about Anthony Ryan Visit Anthony Ryan's website

Daniel Polson

CFP®, CRPC

Financial Advisor

Learn more about Daniel Polson Visit Daniel Polson's website

Kim W Hoversten

MBA, ChFC®, CFP®

Financial Advisor

Learn more about Kim W Hoversten Visit Kim W Hoversten's website

Dipali Amin

JD, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dipali Amin Visit Dipali Amin's website

Carly A Fischbach

CFA®

Financial Advisor

Learn more about Carly A Fischbach Visit Carly A Fischbach's website

Steve Bealey

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steve Bealey Visit Steve Bealey's website

Amy Schwab

CFP®, CLTC®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Amy Schwab Visit Amy Schwab's website

Roger Kinder

AAMS, LUTCF®, CRPC, CKA®, APMA

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Roger Kinder Visit Roger Kinder's website

Lindsey Maphumulo

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Lindsey Maphumulo Visit Lindsey Maphumulo's website

Richard Tilbury

CRPC

Financial Advisor

Learn more about Richard Tilbury Visit Richard Tilbury's website

Steven Fox

Private Wealth Advisor

Learn more about Steven Fox Visit Steven Fox's website

Brian Van Houten

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Brian Van Houten Visit Brian Van Houten's website

Isaac Walter

CRPC, APMA

Private Wealth Advisor

Learn more about Isaac Walter Visit Isaac Walter's website

David Ellis

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about David Ellis Visit David Ellis's website

Tim Van Dyken

APMA

Financial Advisor

Learn more about Tim Van Dyken Visit Tim Van Dyken's website

Tyler Visten

CRPC, APMA

Financial Advisor

Client Service Specialist
Learn more about Tyler Visten Visit Tyler Visten's website

Michael Eberly

APMA

Financial Advisor

Learn more about Michael Eberly Visit Michael Eberly's website

Jeremy Hoffman

APMA

Financial Advisor

Investment Specialist
Learn more about Jeremy Hoffman Visit Jeremy Hoffman's website

Todd R Pfutzenreuter

Financial Advisor

Franchise Owner
Learn more about Todd R Pfutzenreuter Visit Todd R Pfutzenreuter's website

Bryan E Barnhart

CLTC®

Financial Advisor

Learn more about Bryan E Barnhart Visit Bryan E Barnhart's website

Tyler Hogan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tyler Hogan Visit Tyler Hogan's website

Roger Mc Dougall

Financial Advisor

Franchise Owner
Learn more about Roger Mc Dougall Visit Roger Mc Dougall's website


Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President of Heritage Wealth Advisors
Derric Walker

Derric Walker

Operations Director

Kara Scannell

Kara Scannell

Marketing Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Keean Benson

Keean Benson

Financial Planning Analyst

Jenna Binsfeld

Jenna Binsfeld

Financial Planning Analyst,

Paraplanner
Sebastian Bradford

Sebastian Bradford

Operations Specialist

Tami Bretz

Tami Bretz

Client Service Specialist

Phil Browning

Operations Specialist

Patience Calvetti

Patience Calvetti

Client Service Specialist

Rachel Canales

Rachel Canales

Client Service Specialist

Kani Cassens

Kani Cassens

Client Service Specialist

Hannah Charcas

Hannah Charcas

Client Service Specialist

Ryan Churchfield

Ryan Churchfield

Investment Specialist

Samuel DeSautel

Samuel DeSautel

Financial Planning Analyst,

Paraplanner
Kelly Fox

Kelly Fox

Operations Specialist

Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Jack Hanskat

Jack Hanskat

Receptionist,

Administrative Assistant
Clayton Harrison

Clayton Harrison

Business Development Director

Kristy Heise

Kristy Heise

Operations Manager

David Hillman

David Hillman

Financial Planning Specialist

Sydney Howieson

Sydney Howieson

Operations Specialist,

Paraplanner
Amber Johnson

Amber Johnson

Financial Planning Analyst,

Paraplanner
Isaac Kinder

Isaac Kinder

Client Service Coordinator,

Receptionist
Henry Kooy

Henry Kooy

Investment Specialist

Meg Kyle

Meg Kyle

Operations Specialist

Gaby Liang

Gaby Liang

Client Relationship Manager

Elizabeth Loyola Torres

Elizabeth Loyola Torres

Client Service Coordinator,

Receptionist
Stephanie Macias Flores

Stephanie Macias Flores

Client Service Specialist

Alex Masaki

Alex Masaki

Marketing Specialist

David Mattson

David Mattson

Investment Manager

Sean McCabe

Sean McCabe

Client Service Coordinator,

Receptionist
Lexi McPike

Lexi McPike

Marketing Manager

Tiphanie Means

Tiphanie Means

Investment Specialist,

Paraplanner
Crystina Nguyen

Crystina Nguyen

Financial Planning Specialist

Oona Peterson

Oona Peterson

Administrative Assistant

Shannon Pfutzenreuter

Shannon Pfutzenreuter

Administrative Assistant

Reyne Putnam

Reyne Putnam

Client Service Coordinator

Veronica Reagan

Client Service Coordinator

Christina Rogers

Christina Rogers

Client Service Specialist,

Executive Assistant
Christina Ryan

Christina Ryan

Operations Specialist,

Executive Assistant
Alisa Sands

Alisa Sands

Operations Specialist

Connor Siebert

Connor Siebert

Client Service Coordinator

Megan Silbernagel

Megan Silbernagel

Client Service Coordinator

Chasidy Simpson

Chasidy Simpson

Client Service Specialist,

Executive Assistant
Ysabella Taylor

Ysabella Taylor

Client Service Coordinator,

Receptionist
Callahan Wales

Callahan Wales

Client Service Specialist

Qualifications

  • CFP®

View more
Stephen Webb

Stephen Webb

Investment Specialist

Amanda Weidner

Amanda Weidner

Operations Manager,

Paraplanner
Zach Wilder

Zach Wilder

Financial Planning Specialist

Lisa Wilhonen

Lisa Wilhonen

Receptionist

Mackenzie Willemsen

Mackenzie Willemsen

Financial Planning Analyst,

Paraplanner
Callie Wurst

Callie Wurst

Operations Specialist,

Paraplanner

Hunter Cooper

Client Service Coordinator

Nikhil Amin

Intern