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Broker Check

Our Team

Chris Holcomb, CFP®, CKA®, CRPS®

Branch Manager

(410) 975-8387

chris@heritagefinancialadvisors.com

Education: Liberty University, Math Education
Hobbies: Traveling the U.S. with family, serving in the community, exercising and watching sports

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Chim Misomali

Client Services Associate

410-975-8387

chim@heritagefinancialadvisors.com

Education: Istanbul University, Business Administration and Economics
Hobbies: Cooking, anything beauty and fashion related, trying new food and spending time with family and friends.

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Kerri Landis

Client Services Associate

410-975-8387

kerri@heritagefinancialadvisors.com

Education: Messiah College, Journalism

Hobbies: spending time with family and friends, going to the beach and pool, baking.

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Managed Accounts

Rob Hinson, CFA(R) - Director of Investment Operations and Trading
David Rosenblatt* - Director of Investment Strategies


Compliance

Kimberli Casner, Esquire - Senior Vice President and General Counsel


Client Services

Jacqueline Trezza -Chief Operating Officer


*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.