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 Jan 24, 2022 Ralph Nelson, JD, CPA Jan 24, 2022 Partner, CEO Jan 24, 2022 Jan 23, 2022 Michael Frost Jan 23, 2022 Partner, President Jan 23, 2022 Jan 19, 2022 Brent Emch, CFP® Jan 19, 2022 Director of Wealth Management Jan 19, 2022 Jan 10, 2022 Tyler Karl, CFA Jan 10, 2022 Chief Investment Officer Jan 10, 2022 Jan 3, 2022 Brooke Fox Jan 3, 2022 Controller Jan 3, 2022 Jan 1, 2022 Emily Gast, CPA Candidate Jan 1, 2022 Tax Associate Jan 1, 2022 Dec 30, 2021 Jessica Solis Dec 30, 2021 Legal Administrative Assistant Dec 30, 2021 Dec 22, 2021 Brian Boll Dec 22, 2021 Financial Advisor Dec 22, 2021 Dec 1, 2021 Marianna Falco CPA, CFE Dec 1, 2021 Senior Tax Manager Dec 1, 2021 Nov 30, 2021 Mandy Wolfe Nov 30, 2021 Office Manager Nov 30, 2021 Nov 29, 2021 John Hessling, JD, CPA Nov 29, 2021 CPA Nov 29, 2021 Oct 1, 2021 Rikki Nunley Oct 1, 2021 Client Relations Associate Oct 1, 2021 Jan 1, 2021 Jigna Patel, EA Jan 1, 2021 Tax Preparer Jan 1, 2021 Dec 31, 2020 Mohit Longwani Dec 31, 2020 Tax Preparer Dec 31, 2020
