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Team

Managed Accounts

Rob Hinson, CFA(R) - Director of Investment Operations and Trading
David Rosenblatt* - Director of Investment Strategies
Jeff Closz - Senior Portfolio Analyst
Jeremy Best* - Junior Portfolio Analyst
Jeff Weatherford* - Trading and Quantitative Analyst

Insurance

Ariel Watson* - Risk Management Case Manager
Tammy Vratarich - Relationship Case Manager

Compliance

Kimberli Fleck, Esquire - Senior Vice President and General Counsel
Ben Payne - Compliance Associate
Robert Pfahl, CFP(R), CRPS(R) - Senior Compliance Associate

Client Services

Jacqueline Trezza -Vice President of Operations
Kayte Kocher - Advisory Operations Associate
Sue Pfirman - Senior Advisory Operations Associate
Leanne Biddle - Advisory Operations 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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