Our Team

  • Dee Ann Remo
    CFP®, PFS, CPA

    Founder & CEO

    Dee Ann founded Heritage Wealth Advisors in 2005. She had a vision of creating a firm that delivered comprehensive financial solutions to clients in an innovative and collaborative way.

Find a Team Member By Location

  • Cary Baronian
    CFA

    Director of Research
  • Marshall Chambers
    CFP®, CFA

    Director of Client Strategy & Development
  • Kristine Carter

    Administrative Associate
  • Trey Childers

    Investment Analyst
  • Mara DeCapito

    Director of Marketing
  • Glenna Chung

    Senior Administrative Associate
  • Patricia Escobar-Chena

    Marketing & Development Administrative Associate
  • Charlotte Fox

    Wealth Advisor
  • Steve Henderson
    CFA

    Director of Private Investments & Foundation Strategies
  • Chase Hill
    CFP®

    Director of Tax Services &
    Senior Wealth Advisor
  • Natalie Jones

    Portfolio Operations Associate
  • John G. Jordan, III
    CFA

    Chief Investment Officer &
    Chief Compliance Officer
  • Michael Kelly

    Wealth Planning Associate
  • Kaitlyn Kocuba

    Portfolio Manager
  • Mica Lee

    Administrative Associate
  • Jack Lowe
    CFP®

    Wealth Advisor
  • Matthew Osten

    Investment Associate
  • Sharon Porter

    Senior Portfolio Operations Associate
  • Kristen Puryear
    CFP®

    Wealth Advisor
  • Ryan Reid

    Operations Associate
  • Meagan Roberts
    CPA

    Director of Client Services &
    Senior Wealth Advisor
  • Takisha Smith Robinson

    Portfolio Operations Manager
  • Daniel Rowe

    Wealth Planning Associate
  • Sarah Remo Simmer
    CFP®, CPA

    Senior Wealth Advisor
  • Catrice Taylor
    PHR, SHRM-CP

    Human Resources &
    Finance Manager
  • Brenda Wright

    Finance Associate
  • Aaron Zitalone

    Trading & Portfolio Operations Associate

Back to Top