Heritage Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Heritage Wealth Advisors
Team photo for Heritage Wealth Advisors

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Advisors

Erin Scannell

CFP®, CLU®, ChFC®, AAMS

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website

Colin Sands

CRPC, ChFC®, AAMS, RICP®, APMA

Private Wealth Advisor

Managing Partner of Heritage Wealth Advisors
Visit Colin Sands's website

Amy Schwab

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amy Schwab's website

Steven Fox

Private Wealth Advisor

Visit Steven Fox's website

Lindsey Maphumulo

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Lindsey Maphumulo's website

Ian McGee

APMA, CRPC

Financial Advisor

Visit Ian McGee's website

Nicole Simoni

CLTC®, APMA

Financial Advisor

Visit Nicole Simoni's website

Brian Van Houten

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Van Houten's website


Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President of Heritage Wealth Advisors
Tami Bretz

Tami Bretz

Client Service Specialist

Kelly Fox

Kelly Fox

Practice Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kayleen Rex

Kayleen Rex

Client Service Manager

Alisa Sands

Alisa Sands

Operations Specialist