Heritage Family Offices, LLP has created a powerful professional structure to help you build life-long wealth for you and your family. Get Started Meet Our Team Area of Expertise Leadership Team Legal Team Operations Team Tax Team Wealth Management Team Featured Ralph Nelson, JD, CPA Partner, CEO Read more → Michael Frost Partner, President Read more → Brent Emch, CFP® Director of Wealth Management Read more → Tyler Karl, CFA Chief Investment Officer Read more → Brooke Fox Controller Read more → Jessica Solis Legal Administrative Assistant Read more → Brian Boll Financial Advisor Read more → Marianna Falco CPA, CFE Senior Tax Manager Read more → John Hessling, JD, CPA CPA Read more → Rikki Nunley Client Relations Associate Read more → Jigna Patel, EA Tax Preparer Read more → Mohit Longwani Tax Preparer Read more →
