Meet Your Team

Nasser Ali

Nasser Ali

Director of Investment Management
Andy Andrews

Andy Andrews

Financial Planner
Kathy Armstrong

Kathy Armstrong

Financial Planner
Amy Austin

Amy Austin

Practice Manager
Melissa Barreca

Melissa Barreca

Client Relationship Manager
Felicia Barwick

Felicia Barwick

Planner Assistant
Regina Beatty

Regina Beatty

Partner
Linda Brennan

Linda Brennan

Planner Assistant
Ally Brocious

Ally Brocious

Marketing Project Manager
Amy Brocious

Amy Brocious

Partner
Connor Buck

Connor Buck

Client Relationship Manager
Sheri Bullard

Sheri Bullard

Receptionist and Operations Manager
Helen Burke

Helen Burke

Planner Assistant
Christina Buser

Christina Buser

Client Relationship Manager
Kirstin Busick

Kirstin Busick

Practice Manager
Kevin Byrne

Kevin Byrne

Financial Planner
Michael T. Byrne

Michael T. Byrne

Partner
Randy Chin

Randy Chin

Financial Planner
Jack Christian

Jack Christian

Financial Planner
Karin D. Clark

Karin D. Clark

Practice Manager
Jennifer Clarke

Jennifer Clarke

Director of Client Experience
Caitlin Close

Caitlin Close

Administrative Assistant
Carol Comer

Carol Comer

Special Projects Assistant
Dave Cooper

Dave Cooper

Financial Planner
Jody Cooper Otterson

Jody Cooper Otterson

Financial Planner
Joe Dankowski

Joe Dankowski

Financial Planner
Michael DeDea

Michael DeDea

Client Relationship Manager
Ross H. Eagles

Ross H. Eagles

Client Relationship Manager
Elyse Edwards

Elyse Edwards

Client Relationship Manager
Patti Edwards

Patti Edwards

Practice Manager
Robert H. Ellrich

Robert H. Ellrich

Partner
Carolina Esteban

Carolina Esteban

Executive Sales Assistant
Madison Ewing

Madison Ewing

Financial Professional Associate
Jacob Fenlason

Jacob Fenlason

Client Relationship Manager
Zach Foertschbeck

Zach Foertschbeck

Client Relationship Manager
Amanda Fox

Amanda Fox

Director of Operations
Kornelia Forvour

Kornelia Forvour

VP of Operations
Robert M. Fry

Robert M. Fry

Director of Operations
Brent C. Fuchs

Brent C. Fuchs

Partner
Gabrielle Giannopoulos

Gabrielle Giannopoulos

Operations Manager
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 Manager
Julian Grubbs

Julian Grubbs

Financial Planner
Neil Gunter

Neil Gunter

Financial Planner
Elizabeth Halteman

Elizabeth Halteman

Financial Controller
Angela Hasenei

Angela Hasenei

Practice Manager
Josh Helfand

Josh Helfand

Client Relationship Analyst
Brian Horn

Brian Horn

Partner
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
Dana Johnston

Dana Johnston

Practice Operations Assistant
Matthew Lance

Matthew Lance

Client Relationship Manager
Cameron Lemke

Cameron Lemke

Client Relationship Analyst
Lauren Lerch

Lauren Lerch

Client Relationship Manager & Registered Assistant
Lindsay Manzoni

Lindsay Manzoni

Practice Manager
Jeffrey Marchitto

Jeffrey Marchitto

Financial Planner
Thomas Marek

Thomas Marek

Financial Plan Coordinator
John G. McCarthy III

John G. McCarthy III

Partner
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
Arthur H. McGonigal III

Arthur H. McGonigal III

Financial Planner
Anne (Nanci) McLaughlin

Anne (Nanci) McLaughlin

Planner Assistant
Patrick Conor McMullen

Patrick Conor McMullen

Financial Planner
Stephany Mejia

Stephany Mejia

Client Relationship Manager
Stephen Merrill

Stephen Merrill

Financial Planner
Abraham Miller

Abraham Miller

Client Relationship Manager
Michael Miller

Michael Miller

Director of Planning
Christy Minerd

Christy Minerd

Practice Manager
Doug Mistler

Doug Mistler

Planner Assistant
Rick Mooney

Rick Mooney

Client Relationship Manager
Morgan Moorhead

Morgan Moorhead

Client Relationship Specialist
Joe Morgan

Joe Morgan

Financial Planner
Sierra Morningstar

Sierra Morningstar

Client Relationship Manager
Antonia Mullen

Antonia Mullen

Planner Assistant/ Insurance Specialist
Alex Neumann

Alex Neumann

Client Relationship Manager
Marc Neumann

Marc Neumann

Partner
Slater Ottenritter

Slater Ottenritter

Registered Planning Assistant
Elizabeth Paal Goss

Elizabeth Paal Goss

Financial Planner
Christopher Portner

Christopher Portner

Financial Planner
Cay Prescott

Cay Prescott

Planner Assistant
Nicholas Purcell

Nicholas Purcell

Paraplanner
Mark Rich

Mark Rich

Client Relationship Manager
Sharon Rowlett

Sharon Rowlett

Executive Assistant
Chris Ruby

Chris Ruby

Chief Operating Officer
Kenneth W. Rudzinski

Kenneth W. Rudzinski

Financial Planner
Lori Rutkowski

Lori Rutkowski

Practice Manager
Lucas Salerno

Lucas Salerno

Financial Planner
Alex Schultz

Alex Schultz

Planner Assitant
Andrew Shaffer

Andrew Shaffer

Client Relationship Manager
Matthew Sirpis

Matthew Sirpis

Financial Planner
Aimee Solliday

Aimee Solliday

Practice Manager
Matthew Spedden

Matthew Spedden

Financial Planner
Stacey Spedden-Irrgang

Stacey Spedden-Irrgang

Partner
Jay Spies

Jay Spies

Financial Planner
Thomas W. Spray-Fry

Thomas W. Spray-Fry

Partner
Jennifer Vancura

Jennifer Vancura

Director of Client Services
Diane Veroneau

Diane Veroneau

Client Relationship Specialist
Gerard P. Viars

Gerard P. Viars

Financial Planner
Michelle Walsh

Michelle Walsh

Registered Assistant
Chuck Wolfe

Chuck Wolfe

Financial Planner
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

Who We Serve

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Contact Us

ABOUT

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Katherine Armstrong CA Insurance License #4317524, Richard Grace CA Insurance License #4066938, Brian Horn CA Insurance License #0F01680, John McCarthy CA Insurance License #0D85649, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Christopher Portner CA Insurance License #2123682, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0198536.

Jay Spies AR Insurance License #13949343.

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-6179825-122223

Committed to your success.

 

© 2024 Heritage Financial Consultants, LLC

 

1 The Largest Wealth Management Firms in the
Baltimore area award is independently produced
by the Baltimore Business Journal and is based on
the rankings of local Baltimore financial planning
firms by the number of registered representatives.
Heritage was independently nominated for this
award. Neither Heritage nor its parent firm pay a fee
to the Baltimore Business Journal for the nomination,
receipt, or promotion of the award. The award was
independently granted, and membership in an
organization was not required.

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2022/12/02/largest-wealth-management-firms-in-greater-baltimore.html

2 Heritage Financial Consultants submitted an
application to the Baltimore Business Journal to
be considered for the Top 100 Private Companies
award. To qualify, a company must have headquarters
in Greater Baltimore and submit their previous
year’s revenue. The current listing is ranked by 2021
revenue, but also includes 2020 revenue. No fee was
required for nomination, receipt, or promotion of this
award which was independently granted. Neither a
membership or subscription to the BBJ was required
to apply or be considered for the award. The
Presenting Sponsor and accounting/management
partner, SC&H Group, completed an independent
verification of revenue figures to confirm that the
submitted revenue information was accurate.

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2022/08/19/top-100-private-companies-in-greater-baltimore.html

3 Heritage Financial Consultants submitted an
application to the Baltimore Business Journal to
be considered for the Fastest Growing Private
Companies award. Fastest-growing Private
Companies are the businesses that have shown
incredible revenue growth over a 3-year span.
To qualify, a company must have headquarters in
Greater Baltimore. The Fast 50 List is ranked by
highest average percent change in revenue in the
3-year span from 2018 to 2020. To be eligible,
companies had to have revenue of at least $100,000
in 2018 and $ 1 million in 2020. No fee was required
for nomination, receipt, or promotion of this award
which was independently granted. Neither a
membership or subscription to the BBJ was required
to apply or be considered for the award. The
Presenting Sponsor and accounting/management
partner, SC&H Group, completed an independent
verification of revenue figures to confirm that the
submitted revenue information was accurate.

For more information, please visit: https://www.bizjournals.com/baltimore/

4 The Baltimore Sun’s Top Workplaces awards
seek out the region’s best places to work through
company nominations and determines the winners
based on the results of employee feedback surveys
provided by Energage, a company that conducts top
workplaces surveys for dozens of news organizations
across the country. The employee survey evaluates
factors such as the company’s management and
leadership, effectiveness, team values, employee
engagement, and benefi ts and compensation. We
applied for the award. Neither the advisors nor their
parent firm pay a fee to the Baltimore Sun for the
nomination, receipt, or promotion of the award. The
award was independently granted, and membership
in an organization was not required.

For more information, please visit: https://www.baltimoresun.com/business/topworkplaces/