Ralph is a licensed attorney and Certified Public Accountant. Ralph is one of the founders of Heritage Family Offices. Prior to establishing Heritage Family Offices, Ralph was a practicing tax attorney focused primarily on income tax strategies. Ralph worked for Deloitte and Touche, LLP in its Mergers and Acquisitions group before joining a Phoenix-based tax firm. Ralph currently works primarily with small business owners and high-income taxpayers to develop income tax and estate tax strategies.
Prior to co-founding Heritage Family Offices, Michael spent his career as a wealth manager and investment advisor for a few of the most prestigious financial institutions. After years spent with Merrill Lynch, Michael realized he wanted to bring Wall Street to Main Street and opened his own Registered Investment Advisory Firm in 2011. Michael aligned himself with the sophisticated planners at Nelson Law Firm, now known as HFO Law Group. With an emphasis on true independent non-bias financial services, Michael brings an entrepreneurial spirit to the team along with his experience in investment management, financial planning, private banking, insurance plan design and specialty financing needs to the Heritage family.
David Maxey began his career in the financial services industry 16 years ago. Prior to his employment at Heritage Family Offices, he worked at the leading corporate firms of Wachovia Securities and Wells Fargo Advisors. David specializes in developing financial plans to meet all of his clients’ wealth management goals. This is achieved by his execution of in-depth knowledge of investment management, retirement planning, specialized lending, and insurance coverage.
Director of Advanced PlanningRead Bio
Director of Advanced Planning
Jared entered the financial services industry in 2002. He has extensive experience in developing comprehensive wealth management plans for successful individuals, families and business owners. Jared has a passion for guiding individuals and businesses through important yet complex issues and providing education to enable them to make critical decisions with confidence and clarity. In order to best serve the client, he works collaboratively with other industry specialists in developing and implementing suitable recommendations. Jared is a graduate of the Marriott School of Management at Brigham Young University (B.S., Business Management). He is actively involved in his church, community, and enjoys running, cycling and swimming. His most rewarding time is spent with his wife, Rachel, and their six children.
Financial AdvisorRead Bio
Brian Boll has served in the financial services industry for almost 20 years. He has a bachelors’ degree in Finance from California State University, Fresno. Prior to his employment at Heritage Family Offices, he worked at the leading financial firms of Wells Fargo Advisors, Chase Investment Services, and Charles Schwab. Brian specializes in developing in-depth financial plans for his clients. This combined with his extensive knowledge of investment management, retirement planning, specialized lending, and insurance helps him assist his clients in meeting all their wealth management goals. Brian is an avid mountain biker and enjoys spending time with his wife and grandchildren.
Financial AdvisorRead Bio
Brent is a graduate of Grand Canyon University with a bachelor’s degree in Business Management. He began his career with Northwestern Mutual and LPL before coming to Heritage Family Offices. Brent holds his CFP® certification and has the education necessary to truly understand his clients' needs and guide them appropriately toward meeting their business and financial goals. While he thrives in all spectrums of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, he is passionate about helping both individuals and businesses achieve their goals through interactive planning and consistent communication. Outside of the office, Brent can always be found with his family, traveling, or at the gym.
Relationship ManagerRead Bio
Brent graduated from the Hankamer School of Business at Baylor University with a degree in Entrepreneurship. He began his career in financial services in 2006 and over the years has developed a passion for helping clients make sound strategic financial decisions to achieve the outcomes most important in each of their lives. Outside of the office, you will find Brent enjoying the outdoors, attending sporting events or spending quality time with family and friends.
Tax ManagerRead Bio
Anne-Marie Psenka, Tax Manager, has over 13 years of public accounting and tax preparation experience for small to mid-size clients. Prior to her accounting career, she spent more six years in retail operations management. In addition to overseeing accounts payable and accounts receivable, Ms. Psenka managed inventory, record-keeping and continually developed and implemented cash control and process improvements. Additionally, Ms. Psenka has advanced skills in systems training and leadership.
Tax ManagerRead Bio
Mark Hymer, MBA, CPA, Tax Manager, possesses public accounting experience that includes more than twelve years of performing taxation, financial, and consulting services for small to mid-size clients. In addition, his business experience in the banking sector includes more than seven years of customer service, sales and fraud analysis for personal and business accounts.
Tax ManagerRead Bio
David McAvoy, CPA has 5 years of accounting and tax planning/preparation experience. His passion is to help small to mid-size businesses start and grow by implementing tax strategies and planning. He specializes in small business tax consulting and tax preparation. He uses his experience in corporate and public accounting to help clients with their accounting, tax, and finance needs. In his spare time David enjoys bouldering, serving in his community, and traveling with his wife and daughter.
Operations ManagerRead Bio
Caroline is a graduate of Arizona Christian University where she achieved a Bachelor of Science in Music with a Minor in Business Administration. Since the time she was young, Caroline has been performing administrative tasks starting with her father’s landscape company. During her time in college, Caroline worked for the university in the business department, assisting with accounts receivable and student accounts. In their free time, Caroline and her husband, James, enjoy spending time with family and friends, playing soccer, or attending sporting events and musicals.
Service AssociateRead Bio
Tiffany is a graduate of the University of Arizona with a bachelor’s degree in Early Childhood Education. While in college, she was a studio receptionist at a local fitness facility where she developed a passion for business management and building positive client relationships. After graduating, Tiffany began her career as a kindergarten teacher in the public-school education system. After great experiences in the classroom, she made the transition to Heritage Family Offices where she has enjoyed interacting with clients and creating a warm and welcoming office environment. Outside of the office, she dedicates her time as a high school spiritline coach. She also enjoys spending time with her husband, Seth, traveling, going to the movies, and being with friends and family.
Client Relations AssociateRead Bio
Client Relations Associate
Brittany is a graduate of Grand Canyon University where she achieved a Bachelor of Science in Healthcare Administration. With seven years of experience in healthcare, she decided to make a transition into the financial industry. She began her career with Northwestern Mutual as the Director of Client Relations before joining Heritage Family Offices. Brittany holds her Arizona Life and Health Insurance license and focuses on creating and maintaining a great client experience. Brittany is originally from Northern Michigan and is engaged to a fellow Michigander, Nolan, where they met in high school. Together, they have two cats, Bonnie and Fatty. In her spare time, she enjoys spending time with her family and friends, camping, playing soccer, snowboarding and spending time by the pool.