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Heritage Family Offices
Our Team
Clients
About Us
Tax
Law
Wealth
Insurance
CPA Firms
Financial Advisors
Pay
Contact
Login
Our Team
Folder: Clients
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Michael Frost
Leadership Team, Wealth Management Team Guest User 1/23/22 Leadership Team, Wealth Management Team Guest User 1/23/22

Michael Frost

Partner, President

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David Maxey
Leadership Team, Operations Team, Wealth Management Team Guest User 1/22/22 Leadership Team, Operations Team, Wealth Management Team Guest User 1/22/22

David Maxey

Partner, COO

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Brent Emch, CFP®
Leadership Team, Wealth Management Team Guest User 1/19/22 Leadership Team, Wealth Management Team Guest User 1/19/22

Brent Emch, CFP®

Director of Wealth Management

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Roger Beutler, CAIA®
Wealth Management Team Guest User 1/10/22 Wealth Management Team Guest User 1/10/22

Roger Beutler, CAIA®

Senior Investment Officer

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Brian Boll
Wealth Management Team Guest User 12/22/21 Wealth Management Team Guest User 12/22/21

Brian Boll

Financial Advisor

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Marianna Falco CPA, CFE
Wealth Management Team Guest User 12/1/21 Wealth Management Team Guest User 12/1/21

Marianna Falco CPA, CFE

Senior Tax Manager

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Mandy Wolfe
Wealth Management Team Guest User 11/30/21 Wealth Management Team Guest User 11/30/21

Mandy Wolfe

Office Manager

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John Hessling, JD, CPA
Wealth Management Team Guest User 11/29/21 Wealth Management Team Guest User 11/29/21

John Hessling, JD, CPA

CPA

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Rikki Nunley
Wealth Management Team Guest User 10/1/21 Wealth Management Team Guest User 10/1/21

Rikki Nunley

Client Relations Associate

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Jigna Patel, EA
Wealth Management Team Guest User 1/1/21 Wealth Management Team Guest User 1/1/21

Jigna Patel, EA

Tax Preparer

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Mohit Longwani
Wealth Management Team Guest User 12/31/20 Wealth Management Team Guest User 12/31/20

Mohit Longwani

Tax Preparer

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