Meet Your Team

Nasser Ali

Nasser Ali

Director of Investment Management
Kathy Armstrong

Kathy Armstrong

Financial Planner
Leanne Baldwin

Leanne Baldwin

Michael Behrman

Michael Behrman

Client Relationship Manager
Linda Brennan

Linda Brennan

Planner Assistant
Ally Brocious

Ally Brocious

Assistant
Amy Brocious

Amy Brocious

Partner & Financial Planner
Helen Burke

Helen Burke

Planner Assistant
Haley Carrell

Haley Carrell

Client Relationship Manager
Karin D. Clark

Karin D. Clark

Practice Manager
Carol Comer

Carol Comer

Special Projects Assistant
Michael DeDea

Michael DeDea

Customer Relationship Manager
Patrick DeDea

Patrick DeDea

Chief Financial Officer
Harriet Doherty

Harriet Doherty

Financial Planner
Ross H. Eagles

Ross H. Eagles

Planner Assistant
Robert H. Ellrich

Robert H. Ellrich

Financial Planner
Carolina Esteban

Carolina Esteban

Executive Sales Assistant
Madison Ewing

Madison Ewing

Registered Assistant
Kara Eyler

Kara Eyler

Client Relationship Manager
Jacob Fenlason

Jacob Fenlason

Client Relationship Analyst
Robert M. Fry

Robert M. Fry

Director of Operations
Brent C. Fuchs

Brent C. Fuchs

Partner & Financial Planner
Brian Horn

Brian Horn

Partner & Financial Planner
Evan Horn

Evan Horn

Financial Planner
Gary Horn

Gary Horn

Registered Investment Advisor Representative
Wendi Grable

Wendi Grable

Registered Assistant
Richard Grace

Richard Grace

Financial Planner
Brian Gracie

Brian Gracie

Founder & Financial Planner
Adam Green

Adam Green

Planner Assistant
Neil Gunter

Neil Gunter

Financial Planner
Silas Hoxie

Silas Hoxie

Registered Planner Assistant
Andrew Horowitz

Andrew Horowitz

Financial Planner
Jennifer Hudson

Jennifer Hudson

Assistant
Branden Jackson

Branden Jackson

Client Relationship Analyst
Shannon James

Shannon James

Practice Manager
Alejandro M. Jerez

Alejandro M. Jerez

Financial Planner
Claudia M. Jimenez

Claudia M. Jimenez

Planner Assistant
Matthew Lance

Matthew Lance

Client Relationship Manager
Kaela Lee

Kaela Lee

Client Relationship Manager
Lauren Lerch

Lauren Lerch

Client Relationship Manager & Registered Assistant
Jeffrey Marchitto

Jeffrey Marchitto

Financial Planner
John G. McCarthy III

John G. McCarthy III

Partner & Financial Planner
Steve McDermott

Steve McDermott

Financial Planner
Arthur H. McGonigal III

Arthur H. McGonigal III

Financial Planner
Arthur H. McGonigal, Jr.

Arthur H. McGonigal, Jr.

Partner & Financial Planner
Anne (Nanci) McLaughlin

Anne (Nanci) McLaughlin

Planner Assistant
Doug Mistler

Doug Mistler

Planner Assistant
James G. Morgan Jr.

James G. Morgan Jr.

Founding Partner
Lynn Nucci

Lynn Nucci

Client Relationship Manager
Slater Ottenritter

Slater Ottenritter

Registered Planning Assistant
Elizabeth Paal Goss

Elizabeth Paal Goss

Financial Planner
Christopher Portner

Christopher Portner

Financial Planner
Joseph Rice

Joseph Rice

Mark Rich

Mark Rich

Client Relationship Manager
Markus Richter

Markus Richter

Chief Operating Officer
Sharon Rowlett

Sharon Rowlett

Executive Assistant
Lori Rutkowski

Lori Rutkowski

Practice Manager
Reed Salony

Reed Salony

Director of Financial Planning
Andrew Shaffer

Andrew Shaffer

Client Relationship Manager
Bridget Sharp

Bridget Sharp

Registered Paraplanner
Matthew Sirpis

Matthew Sirpis

Financial Planner
Stacey Spedden-Irrgang

Stacey Spedden-Irrgang

Partner & Financial Planner
Thomas W. Spray-Fry

Thomas W. Spray-Fry

Financial Planner
Diane Veroneau

Diane Veroneau

Client Relationship Specialist
Gerard P. Viars

Gerard P. Viars

Partner & Financial Planner
Michelle Walsh

Michelle Walsh

Registered Assistant
Eric Wyss

Eric Wyss

Director of Financial Planning & Risk Management
Robert Ziegler

Robert Ziegler

Financial Planner

Who We Are

What We Do

Who We Serve

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Contact Us

ABOUT

LOCATIONS

NEWS

CLIENT ACCESS

We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-3188610-080420

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC