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Team

Managed Accounts

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

Insurance

Ariel Watson* - Risk Management Case Manager 

Compliance

Kimberli Fleck, Esquire - Sr. VP and General Counsel
Ben Payne - Compliance Associate
Robert Pfahl - Senior Compliance Associate

Client Services

Jacqueline Trezza -Vice President of Operations
Kayte Kocher - Advisory Operation Associate
Sue Pfirman - Advisory Operation Associate
Leanne Biddle - Advisory Operation 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®, CKA®

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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