Heritage Financial 20th Anniversary Celebration
June 18, 2019

Heritage Financial Consultants celebrated their 20th anniversary with a night of fun and waterfront views at the Rye Street Tavern in Port Covington. Founded by Brian Gracie, a lifelong Baltimorean, the full-service, independent financial services and wealth management firm is headquartered in Hunt Valley, Maryland and supports a number of local charities including Ronald McDonald House Charities, Maryland Food Bank, Kennedy Krieger Institute and more. Heritage Financial Consultants positively impacts their clients through education, service and diligently executed innovative financial solutions.

Debbi Gieseman and Matt Echaniz

Partner Brian Horn, David Berkowitz, Partner John McCarthy

Matt Echaniz, Brian Horn, Brian Gracie, David Berkowitz, John McCarthy, John DiMonda

James Morgan is cited as one of the founders of Heritage Financial Consultants by Brian Gracie (not pictured).

Debbi Gieseman is mentioned by Brian Gracie (not pictured) during welcome speech

Lucy Jarrell Fuchs, Jessica Waicker Spray-Fry, Heather Horowitz, Andrew Horowitz

Richard Grace, Matt Lance