Heritage Family Offices, LLP has created a powerful professional structure to help you build life-long wealth.

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. We strive to provide responsive and unbiased advice with the highest level of integrity. We have built deep relationships with our clients that we hope to develop into lifelong relationships.

Meet Our Team

  • All
  • Insurance
  • Law
  • Tax
  • Wealth
  • Ralph Nelson, JD, CPA
    Ralph Nelson, JD, CPA
    Partner
  • Michael Frost
    Michael Frost
    Partner
  • David Maxey
    David Maxey
    Partner
  • Jared Williams, CFP®
    Jared Williams, CFP®
    Partner
  • Bryan Eberle
    Bryan Eberle
    Director
  • Roger Beutler, CAIA
    Roger Beutler, CAIA
    Senior Investment Officer
  • Caroline Riesing
    Caroline Riesing
    Operations Manager
  • Tiffany Barnett
    Tiffany Barnett
    Legal and Tax Operations Manager
  • Brian Boll
    Brian Boll
    Financial Advisor
  • Brent Emch, CFP®, CPFA
    Brent Emch, CFP®, CPFA
    Financial Advisor
  • Brent Beane
    Brent Beane
    Financial Advisor
  • Darryl Chouinard, CLU, ChFC
    Darryl Chouinard, CLU, ChFC
    Financial Advisor
  • Carson Grover
    Carson Grover
    Financial Advisor
  • Kurt Obermiller
    Kurt Obermiller
    Financial Advisor
  • Sean Greengard, JD, LLM
    Sean Greengard, JD, LLM
    Attorney
  • Anne-Marie Psenka
    Anne-Marie Psenka
    Tax Manager
  • Mark Hymer, CPA, MBA
    Mark Hymer, CPA, MBA
    Tax Manager
  • David McAvoy, CPA
    David McAvoy, CPA
    Tax Manager
  • Jordan Riley
    Jordan Riley
    Client Relations Associate
  • Eris Wilson
    Eris Wilson
    Client Relations Associate
  • Kaylie Ritchie
    Kaylie Ritchie
    Client Relations Associate
  • Daniela Melendrez
    Daniela Melendrez
    Legal Assistant
  • Ariana Lendzion
    Ariana Lendzion
    Receptionist
Ralph Nelson, JD, CPA
Partner

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.

Michael Frost
Partner

Michael is one of the co-founding Partners of Heritage Family Offices, LLP. Michael is known as a thought leader in the professional services industry based on his 10 years of experience owning and operating a multidisciplinary firm. Prior to starting HFO, he spent his career as a wealth manager and investment advisor for a few of the most prestigious financial institutions. After years spent in the institutional space, Michael recognized the value of having tax, law, wealth management and insurance services all under one roof. As a result, he opened a Registered Investment Advisory Firm, CPA firm and Insurance company. He also aligned himself with the sophisticated planners at Nelson Law Firm, now known as HFO Law Group. With an emphasis on professional collaboration, Michael brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design and specialty financing needs to the Heritage family. Michael currently works with the firm’s highest net worth clientele and consults for the firm’s CPA partners.

David Maxey
Partner

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.

Jared Williams, CFP®
Partner

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.

Bryan Eberle
Director

Bryan Eberle has spent his entire career in professional services, focusing on the accounting industry since 2012. Bryan’s passion is to work with CPAs to help them provide proactive services and value-added advice that their clients are demanding. Bryan embraces change as “opportunity in disguise.” And that’s exactly how he sees the state of the accounting industry today: full of opportunity for CPAs with the right mindset. At Heritage, Bryan works directly with our CPA Partner firms, ensuring they successfully integrate family office services. Before joining Heritage, Bryan co-founded and was a partner at HaydenRock Solutions. Prior to co-founding HaydenRock Solutions, Bryan built grew and sold a successful Wealth Management practice.

His most rewarding time is spent outdoors with his wife, Tiffany, and their two children.

Roger Beutler, CAIA
Senior Investment Officer

Roger Beutler, CAIA worked in banking and finance since starting his career in the early 90s in Switzerland. He was a Director of Investments for a +$2 billion foundation, where he was responsible for the foundation’s private market investments comprising of over $500M in private equity and real estate commitments. Prior, Beutler led the sub-adviser selection for a family of mutual funds and held positions in the investment consulting industry. Beutler graduated from the University of Applied Science in Berne, Switzerland, majoring in Banking and Finance.

Caroline Riesing
Operations Manager

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.

Tiffany Barnett
Legal and Tax Operations Manager

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.

Brian Boll
Financial Advisor

Brian Boll has served in the financial services industry for over 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.

Brent Emch, CFP®, CPFA
Financial Advisor

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.

Brent Beane
Financial Advisor

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.

Darryl Chouinard, CLU, ChFC
Financial Advisor

Darryl draws on over 25 years of wide-ranging experience across the financial services industry as he assists a diverse clientele that includes CPA’s, business owners, professionals and families. Before joining Heritage, Darryl ran a successful Financial Advisory firm for over 10 years, was the Chief Financial Officer for a national insurance wholesaler and served in several leadership roles in a large national insurance company. Outside of the office Darryl enjoys being active outdoors, traveling to keep up with friends and family and listening to all kinds of podcasts while hitting his daily steps goal.

Carson Grover
Financial Advisor

Carson Grover graduated from Brigham Young University – Idaho with a Bachelor’s degree in Business Communication. Carson specializes in helping small business owners and pre-retirees meet their most important financial goals. For the past several years, he has been working closely with CPAs, attorneys, and other tax professionals to coordinate a truly multi-faceted approach to meeting his clients’ needs. Through his extensive knowledge of financial planning and collaboration with other professionals, Carson is able to execute various strategies related to business succession, income tax, liquidation events, estate planning, retirement income planning, and asset protection. He takes seriously his fiduciary obligation to always put the client’s needs first.
Outside of the office, Carson spends most of his time traveling, hiking, reading, going to the gym and hanging out with his wife Angelina and their dog Bonnie. They will also be adding a brand new member to their family this year.

Kurt Obermiller
Financial Advisor

Kurt entered the Financial Services industry in 2011, after a celebrated career in the Consumer Electronics industry, working with Fortune 500 companies. Kurt found the Financial Services industry fascinating and enjoys the close personal relationship and trust his clients afford him.
Attended Herberger School of Business – St. Cloud State University (accounting). Kurt now works closely with select accounting firms to deliver dramatically more value to their best client relationships.
Kurt and wife Sandra have four children and life is pretty much dictated by the family, but he does have a passion for snow skiing, water skiing, travel and just about any activity that takes to the great outdoors.

Sean Greengard, JD, LLM
Attorney

Sean is an Arizona attorney practicing business and estate planning law, licensed to practice in all Arizona courts, as well as U.S. District Court for the District of Arizona and Tax Court. An Arizona native, he obtained his law degree from the Sandra Day O’Connor College of Law at Arizona State University in 2011 and went on to receive his Masters in Taxation (LL.M.) through Boston University in 2014. Prior to joining Heritage Family Offices, Sean worked at the law firms of Ryley, Carlock & Applewhite and The Forakis Law Firm.

Sean’s practice focuses on business transactions, including assisting individuals, families and business owners in all aspects of their business legal needs, from formation or acquisition to maintaining and growing a business, to sale or succession of their business. He also helps individuals and families prepare estate plans, including wills, trusts, and other legal documents, in order to efficiently and effectively avoid probate and transfer assets from one generation to the next. When requested or required, Sean can represent individuals and families in probate or trust administration proceedings.

In his spare time, Sean enjoys being outdoors, running races, woodworking and spending time with his wife Kristina and their two small dogs, Bristol and Rebel.

Anne-Marie Psenka
Tax Manager

Anne-Marie Psenka, Tax Manager, has over 15 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.

Mark Hymer, CPA, MBA
Tax Manager

Mark Hymer, CPA, MBA Tax Manager, possesses public accounting experience that includes more than thirteen 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.

David McAvoy, CPA
Tax Manager

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.

Jordan Riley
Client Relations Associate

Jordan is a graduate of Utah State University with a bachelor’s degree in Wildlife Science. After graduating, she worked for a third party utility billing company in Utah. After working from home for a year Jordan made the transition to Heritage Family Offices.

Jordan is an Illinois native who moved to Arizona with her husband, Kevin, after living in Utah for 7 years. Jordan and Kevin love traveling to a different country each year, watching movies, playing sports, and going on outdoor adventures. They also love staying in and playing with their dog, Frankie, and two cats, Juliet and Spencer.

Eris Wilson
Client Relations Associate

Eris joined Heritage Family offices after 17 years working within boutique financial services firms. Prior to entering the financial services industry, she spent time with Geico, where she obtained her Property Casualty Insurance license and worked within the automotive claims division.

Eris is a San Diego native; she appreciates the opportunity to be a part of the Heritage team while working remotely from home. Most of her free time is spent enjoying life with her son Bryce, and her partner, Holland. They enjoy local museums, amusement parks, and spending time on home improvement projects. Eris is an avid crafter and painter. She has completed several murals in the San Diego area.

Kaylie Ritchie
Client Relations Associate

Kaylie is a graduate of the University of Utah with a Bachelor’s in Kinesiology and a minor in Nutrition. After working several years as a health coach and fitness trainer, she made the transition to the financial industry. At Heritage Family Offices, she enjoys meeting clients and ensuring the office and operations are running smoothly.

Kaylie is Utah native and recently made the move to Arizona with her husband, Dallin, who is attending Midwestern University’s dental program. She is enjoying her time in Arizona and loves the warm weather. In her spare time, she enjoys working out, running, playing with her dog, watching movies and cooking healthy foods.

Daniela Melendrez
Legal Assistant

Daniela is a Legal Assistant with over 10 years’ experience in Estate Planning, Business Formation and Business Governance. Daniela works closely with our HFO Law Group attorneys to assist clients fulfill their legal needs. Prior to joining Heritage Family Offices, LLP, Daniela worked at The Forakis Law Firm, PLC for 13 years, where she began working as a receptionist and worked her way up to Senior Legal Assistant. In her spare time, Daniela enjoys being outdoors, spending time with family and friends and making new memories while traveling with her husband and their four daughters.

Ariana Lendzion
Receptionist

Ariana is an Arizona native who loves to explore new places and spend time with her family. Ariana spent the last 10 years managing high volume restaurants in the Phoenix and Scottdale areas. After getting married and desiring a more steady schedule, Ariana found Heritage Family Offices and came aboard as their Receptionist. Ariana loves making warm connections with the clients and assisting them in anyway she can.

Ariana and her Husband Gerald, like to spend their weekends at their family cabin in Christopher Creek and taking their dogs, Ladybird and Sid, out to hit the many hiking trails Arizona has to offer.