Professionals. Working For You.

No financial advisor—no matter how knowledgeable—will ever have all the answers. There are simply too many specialties of financial planning and changing laws, markets, and taxes, for any single person or small team to fully understand how to maximize all your opportunities.

That’s why, when you work with us, you gain access to a team of financial advisors and other specialists across many areas of financial planning that may touch your wealth. Our team provides detailed, 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, real estate, trusts, and charitable giving.

Our team will take the time to get to know you and your goals, and collaborate with your accountant , attorney, Power of Attorney, and other professionals to help guide you through the many complex financial decisions you’ll face throughout your lifetime.

Our advisors

Erin Scannell

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

Colin Sands

CRPC®, CLTC®, ChFC®, AAMS®, RICP®

Private Wealth Advisor

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

Amy Schwab

CFP®, CLTC®, AAMS®, APMA®

Financial Advisor

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

Steven Fox

Financial Advisor

Learn more about Steven Fox Visit Steven Fox's website
Gene Hanacek

Gene Hanacek

CFP®

Private Wealth Advisor

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

Ryan Hurley

CIMA®

Financial Advisor

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

Jeffrey Johnson

CRPC®

Financial Advisor

Franchise Owner
Learn more about Jeffrey Johnson Visit Jeffrey Johnson's website
Janel Kinney

Janel Kinney

CRPC®, AAMS®

Financial Advisor

Learn more about Janel Kinney Visit Janel Kinney's website
David Lee

David Lee

Financial Advisor

Learn more about David Lee Visit David Lee's website
Lindsey Maphumulo

Lindsey Maphumulo

CFP®

Financial Advisor

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

Ian McGee

APMA®

Financial Advisor

Learn more about Ian McGee Visit Ian McGee's website
Gregory A Eliason

Gregory A Eliason

ChFC®, CLTC®, RICP®, APMA®

Financial Advisor

Learn more about Gregory A Eliason Visit Gregory A Eliason's website
Austin Scott

Austin Scott

CFP®, CRPC®, APMA®

Financial Advisor

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

Andre Selfa

APMA®

Financial Advisor

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

Nicole Simoni

CLTC®, APMA®

Financial Advisor

Learn more about Nicole Simoni Visit Nicole Simoni's website
Brian Van Houten

Brian Van Houten

CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brian Van Houten Visit Brian Van Houten's website
Rich Millet

Rich Millet

Financial Advisor

Business Financial Advisor
Learn more about Rich Millet Visit Rich Millet's website
Dylan Brown

Dylan Brown

Private Wealth Advisor

Managing Director
Learn more about Dylan Brown Visit Dylan Brown's website
Richard Tilbury

Richard Tilbury

CRPC®

Financial Advisor

Learn more about Richard Tilbury Visit Richard Tilbury's website
David Ellis

David Ellis

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about David Ellis Visit David Ellis's website
Jeremy Hoffman

Jeremy Hoffman

Financial Advisor

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

Isaac Walter

CRPC®

Financial Advisor

Learn more about Isaac Walter Visit Isaac Walter's website
Roger Kinder

Roger Kinder

AAMS®, LUTCF, CRPC®

Private Wealth Advisor

Learn more about Roger Kinder Visit Roger Kinder's website
Tyler Visten

Tyler Visten

CRPC®

Financial Advisor

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

Bryan Taylor

CFP®, CRPC®, CLU®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Bryan Taylor Visit Bryan Taylor's website
Bob Kovich

Bob Kovich

Financial Advisor

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

Bryan E Barnhart

CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Bryan E Barnhart Visit Bryan E Barnhart's website

Roger Mc Dougall

Financial Advisor

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

Kim Bosold

Financial Advisor

Learn more about Kim Bosold Visit Kim Bosold's website

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Lori Aest

Lori Aest

Client Service Specialist

Andrea Aranguiz

Andrea Aranguiz

Client Service Specialist

Jeannette Ballinger

Jeannette Ballinger

Client Service Coordinator

Tami Bretz

Tami Bretz

Client Service Specialist

Gina Eaton

Gina Eaton

Insurance Specialist

Kelly Fox

Kelly Fox

Operations Specialist,

Receptionist
Bennett Gibson

Bennett Gibson

Financial Planning Assistant

Sanchari Guha

Sanchari Guha

Executive Assistant

Megan Harris

Megan Harris

Financial Planning Specialist

Adam Husa

Adam Husa

Client Service Specialist

Brandi Jewett

Brandi Jewett

Operations Director

Kara Kelly

Marketing Manager

Hannah Charcas

Hannah Charcas

Marketing Specialist,

Receptionist
Nick Kovich

Nick Kovich

Marketing Manager

Tanner McMahon

Tanner McMahon

Client Service Specialist

Christina Miller

Christina Miller

Receptionist

Kristen Moore

Kristen Moore

Client Service Coordinator

Alex Riccobono

Alex Riccobono

Client Service Coordinator

Christina Rogers

Christina Rogers

Client Service Specialist,

Executive Assistant
Erin Rottler

Erin Rottler

Client Service Specialist

Jeremy Russell

Jeremy Russell

Investment Specialist

Alisa Sands

Alisa Sands

Operations Specialist

Chasidy Simpson

Chasidy Simpson

Client Service Specialist,

Executive Assistant
JP Sundahl

JP Sundahl

Client Service Coordinator,

Receptionist

Lee Van Wagoner

Client Service Specialist

Mandisa West

Mandisa West

Client Service Specialist