Heritage Family Offices, LLP has created a powerful professional structure to help you build life-long wealth for you and your family. Get Started Meet Our Team Area of Expertise Leadership Team Legal Team Operations Team Tax Team Wealth Management Team Featured Ralph Nelson, JD, CPA Partner, CEO Michael Frost Partner, President David Maxey Partner, COO Brent Emch, CFP®, CPFA Director of Wealth Management Roger Beutler, CAIA® Senior Investment Officer Brooke Fox Controller Emily Miller, CPA Candidate Tax Associate Jessica Solis Legal Administrative Assistant Brian Boll Financial Advisor Zachary Thomas Financial Advisor Christian Harris, MBA Associate Relationship Manager Katie Gannon Client Relations Associate
