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Broker Check

Team

Managed Accounts

Rob Hinson, CFA(R) - Investment Operations and Trading
David Rosenblatt* - Investment Strategies
Jeff Closz - Portfolio Analyst
Jeff Weatherford* - Trading Specialist and Data Analyst

Insurance

Lynn French* - Director of Sales for PFG's Risk Management Division

Compliance

Kimberli Fleck, Esquire - Sr. VP and General Counsel
Jenna Knocke - Administrative Compliance Assistant

Client Services

Jacqueline Trezza -Vice President of Operations
Brandon Dolan* - Broker Dealer and Advisory Operations
Jennifer Bohlman* - Advisory Client Services Associate
Kevin MacDonald* - Advisory Client Services Associate
Rachel Barley* - Advisory Client Services Associate

*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.

 

Chris Holcomb, CFP®, CRPS®

Certified Financial Planner

(410) 975-8387

(410)730-3977

chris@heritagefinancialadvisors.com

CERTIFIED FINANCIAL PLANNER (TM) Professional, Chartered Retirement Plans Specialist Designee (continues ...)

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Jon Holcomb

Client Services Associate

410-975-8387

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