Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Saving for Education
  • Wealth Preservation Strategies

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023-2024
  • Heritage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Erin Scannell, Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2024
  • Erin Scannell, Forbes Top 250 Wealth Advisors, 2016-2024
  • Colin Sands, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Brian Van Houten, Forbes Best-in-State Wealth Advisors, 2024
  • Lindsey Maphumulo, Forbes Best-in-State Wealth Advisors, 2024
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Erin Scannell, Barron’s Top 1,200 Financial Advisors, 2014-2024

Community participation

Finn, Dane, and Anika delivering care packages to homeless
Finn, Dane, and Anika delivering care packages to homeless

Making an Impact in our communities is part of our Mission and we do this in 3 ways: team and individual volunteer work, team fundraisers, and Planned Philanthropic Giving with our clients. As a team, we participate in the KING 5 and Northwest Harvest Home Team Harvest (to raise food and money to feed the hungry in the Seattle area) and the annual weeklong Giving Campaign. Additionally, our CEO, Erin Scannell is part of the Big Brother, Big Sisters organization and has been with his "little brother" for 12 years. He also regularly does financial workshops for kids at local under-privileged elementary, middle, and high schools.

Honored to be recognized in Barron’s

All of us at Heritage Wealth Advisors are proud to share that our team has been included on the 2024 Barron’s Top 250 Private Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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