Meet the Team
Your relationship with your wealth manager is very personal. You should know whom you’ll be working with and what kind of people we are. Here are introductions to the Heritage team members, each of whom embodies our culture of “tireless devotion to clients”.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.