Heritge Family Offices Team

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®
    Director of Advanced Planning
  • Brian Boll
    Brian Boll
    Financial Advisor
  • Brent Emch, CFP®, CPFA
    Brent Emch, CFP®, CPFA
    Financial Advisor
  • Anne-Marie Psenka
    Anne-Marie Psenka
    Tax Manager
  • Mark Hymer, MBA, CPA
    Mark Hymer, MBA, CPA
    Tax Manager
  • Nicolas Obermeyer
    Nicolas Obermeyer
    Law Clerk
  • Caroline Riesing
    Caroline Riesing
    Service Associate
  • Tiffany Barnett
    Tiffany Barnett
    Client Service Associate
  • David McAvoy
    David McAvoy
    Tax Associate
  • Tessa Snow
    Tessa Snow
    Office Manager
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

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
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®
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.

Brian Boll
Financial Advisor

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.

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.

Anne-Marie Psenka
Tax Manager

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.

Mark Hymer, MBA, CPA
Tax Manager

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.

Nicolas Obermeyer
Law Clerk

Nicolas is a second-year student at the Sandra Day O’Connor College of Law. Currently, he is the Treasurer of the Corporate and Business Law Society and serves as an associate editor for the Jurimetrics Law Journal. Prior to attending law school, Nicolas worked as a paralegal specializing in business organizations, estate planning, and tax resolution.

Caroline Riesing
Service Associate

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
Client Service Associate

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.

David McAvoy
Tax Associate

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.

Tessa Snow
Office Manager

Tessa is a graduate of Multnomah University in rainy Portland, Oregon with a Bachelor of Arts degree in Global Studies & Children at Risk. While in college, she worked as a department lead in a retail environment, discovering a passion for business, operations, and building client relationships. After college, Tessa moved to Phoenix with her husband, Chris, and made her transition to Heritage Family Offices.

Outside of the office, Tessa enjoys traveling, spending time with her husband and their cat, Kiwi, as well as catching up on the newest Netflix series.