Meet Your Team

Nasser Ali

Nasser Ali

Director of Investment Management
Kim Anderson

Kim Anderson

Client Relationship Manager
Kathy Armstrong

Kathy Armstrong

Financial Planner
Melissa Barreca

Melissa Barreca

Client Relationship Manager
Regina Beatty

Regina Beatty

Partner & Financial Planner
Linda Brennan

Linda Brennan

Planner Assistant
Ally Brocious

Ally Brocious

Assistant
Amy Brocious

Amy Brocious

Partner & Financial Planner
Sheri Bullard

Sheri Bullard

Receptionist and Operations Manager
Christina Buser

Christina Buser

Client Relationship Manager
Michael T. Byrne

Michael T. Byrne

Partner & Financial Planner
Kevin Byrne

Kevin Byrne

Helen Burke

Helen Burke

Planner Assistant
Kirstin Busick

Kirstin Busick

Client Relationship Manager
Karin D. Clark

Karin D. Clark

Practice Manager
Carol Comer

Carol Comer

Special Projects Assistant
Joe Dankowski

Joe Dankowski

Financial Planner
Michael DeDea

Michael DeDea

Client Relationship Manager
Patrick DeDea

Patrick DeDea

Chief Financial Officer
Ross H. Eagles

Ross H. Eagles

Registered Assistant
Robert H. Ellrich

Robert H. Ellrich

Financial Planner
Carolina Esteban

Carolina Esteban

Executive Sales Assistant
Madison Ewing

Madison Ewing

Registered Assistant
Jacob Fenlason

Jacob Fenlason

Client Relationship Manager
Rachele Fleri

Rachele Fleri

Planner Assistant
Zach Foertschbeck

Zach Foertschbeck

Client Relationship Analyst
Robert M. Fry

Robert M. Fry

Director of Operations
Brent C. Fuchs

Brent C. Fuchs

Partner & Financial Planner
Alison Gibson

Alison Gibson

Practice Manager
Wendi Grable

Wendi Grable

Registered Assistant
Richard Grace

Richard Grace

Financial Planner
Brian Gracie

Brian Gracie

Founder & Financial Planner
John Gregory

John Gregory

Client Relationship Analyst
Julian Grubbs

Julian Grubbs

Financial Planner
Neil Gunter

Neil Gunter

Financial Planner
Brian Horn

Brian Horn

Partner & Financial Planner
Evan Horn

Evan Horn

Financial Planner
Andrew Horowitz

Andrew Horowitz

Financial Planner
Silas Hoxie

Silas Hoxie

Registered Planner Assistant
Shannon James

Shannon James

Practice Manager
Alejandro M. Jerez

Alejandro M. Jerez

Financial Planner
Claudia M. Jimenez

Claudia M. Jimenez

Practice Manager
Dana Johnston

Dana Johnston

Practice Operations Assistant
Gabrielle Lakernick

Gabrielle Lakernick

Operations Manager
Matthew Lance

Matthew Lance

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
Ava McDermott

Ava McDermott

Client Relationship Manager
Connor McDermott

Connor McDermott

Client Relationship Manager
Steve McDermott

Steve McDermott

Financial Planner
Arthur H. McGonigal. Jr

Arthur H. McGonigal. Jr

Partner & Financial Planner
Arthur H. McGonigal III

Arthur H. McGonigal III

Financial Planner
Jon McKeighan

Jon McKeighan

Client Relationship Manager
Anne (Nanci) McLaughlin

Anne (Nanci) McLaughlin

Planner Assistant
Stephen Merrill

Stephen Merrill

Financial Planner
Michael Miller

Michael Miller

Director of Planning
Jacob Miller

Jacob Miller

Planner Assistant
Doug Mistler

Doug Mistler

Planner Assistant
Rick Mooney

Rick Mooney

Client Relationship Manager
Sierra Morningstar

Sierra Morningstar

Client Relationship Manager
James G. Morgan Jr.

James G. Morgan Jr.

Founding Partner
Antonia Mullen

Antonia Mullen

Planner Assistant/ Insurance Specialist
Alex Neumann

Alex Neumann

Client Relationship Manager
Marc Neumann

Marc Neumann

Partner & Financial Planner
Slater Ottenritter

Slater Ottenritter

Registered Planning Assistant
Elizabeth Paal Goss

Elizabeth Paal Goss

Financial Planner
Megan Penn

Megan Penn

Planner Assistant
Christopher Portner

Christopher Portner

Financial Planner
Nicholas Purcell

Nicholas Purcell

Planner Assistant
Pratt Rexford

Pratt Rexford

Planner Assistant
Joseph Rice

Joseph Rice

Financial Planner
Mark Rich

Mark Rich

Client Relationship Manager
Vytas Rivers

Vytas Rivers

Client Relationship Manager
Sharon Rowlett

Sharon Rowlett

Executive Assistant
Chris Ruby

Chris Ruby

Chief Operating Officer
Lori Rutkowski

Lori Rutkowski

Practice Manager
Kenneth W. Rudzinski

Kenneth W. Rudzinski

Financial Planner
Andrew Shaffer

Andrew Shaffer

Client Relationship Manager
Matthew Sirpis

Matthew Sirpis

Financial Planner
Matthew Spedden

Matthew Spedden

Financial Planner
Stacey Spedden-Irrgang

Stacey Spedden-Irrgang

Partner & Financial Planner
Thomas W. Spray-Fry

Thomas W. Spray-Fry

Financial Planner
Jennifer Vancura

Jennifer Vancura

Director of Client Services
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
Kelly Zanto

Kelly Zanto

Practice Manager
Robert Ziegler

Robert Ziegler

Financial Planner

Who We Are

What We Do

Who We Serve

Our Insights

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, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, 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-3372080-121520 

Committed to your success.

 

© 2022 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion, or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion, or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion, or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion, or receipt of this award. This award was independently granted and a membership in an organization was not required.