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