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
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Ralph Nelson, JD, CPAPartner
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Michael FrostPartner
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David MaxeyPartner
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Jared Williams, MT, CFP®Partner
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Bryan EberleDirector
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Roger Beutler, CAIA®Senior Investment Officer
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Caroline RiesingOperations Manager
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Tiffany BarnettLegal and Tax Operations Manager
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Morgan JohnsonLearning and Development Coordinator
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Brent Emch, CFP®, CPFAFinancial Advisor
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Brent BeaneFinancial Advisor
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Brian BollFinancial Advisor
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Bryan LeinartFinancial Advisor
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Darryl Chouinard, CLU®, ChFC®Financial Advisor
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Ed McKelvey, CRPC®, CFS®Financial Advisor
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Jason Duffaut, CFP®, CAP®, CPFA®Financial Advisor
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Joel Beyer, CKA®Financial Advisor
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Josh SteinbergFinancial Advisor
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Kurt ObermillerFinancial Advisor
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Michael Lawrence, CFP®, AIF®Financial Advisor
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Stephen Spach, MBAFinancial Advisor
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Tom McAuliffeFinancial Advisor
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Sean Greengard, JD, LLMAttorney
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Anne-Marie PsenkaTax Manager
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Mark Hymer, CPA, MBATax Manager
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David McAvoy, CPATax Manager
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Daniela MelendrezLegal Assistant
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Eris WilsonClient Relations Associate
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Jordan RileyClient Relations Associate
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Kaylie RitchieClient Relations Associate
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Amber HenthornOperations Associate
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Ariana LendzionReceptionist