HERITAGE FINANCIAL ADVISORS - Key Persons


Ben Payne

Job Titles:
  • Compliance Associate

Chris Holcomb

Job Titles:
  • Registered Representative
Chris Holcomb is a Registered Representative offering securities through Cetera Advisor Networks LLC., Member FINRA, SIPC. Advisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Securities orders cannot be honored when communicated by email.

Christy Dearden

Job Titles:
  • Client Services Associate

Cy Treaster

Job Titles:
  • Junior Portfolio Analyst

David Rosenblatt

Job Titles:
  • Director of Investment Strategies

Jacqueline Trezza

Job Titles:
  • Vice President of Operations

Jeff Closz

Job Titles:
  • Portfolio Manager, Custom Solutions

Jeff Weatherford

Job Titles:
  • Trading and Quantitative Analyst

Jeremy Best

Job Titles:
  • Junior Portfolio Analyst

Justin Blankenship

Job Titles:
  • Senior Portfolio Analyst

Kayte Kocher

Job Titles:
  • Advisory Operations Associate

Kimberli Fleck - Chief Legal Officer, SVP

Job Titles:
  • General Counsel
  • Senior Vice President

Leanne Biddle

Job Titles:
  • Advisory Operations Associate

Maura Kaercher

Job Titles:
  • Advisory Operations Associate
*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.

Rob Hinson

Job Titles:
  • Director of Investment Operations and Trading

Sarah Mitrotz

Job Titles:
  • Compliance Specialist / Client Services

Sue Pfirman

Job Titles:
  • Senior Advisory Operations Associate