Careers – Financial Professionals

Financial Professionals

Join our experienced team of Financial Professionals.

I want to know more.

410.785.0033

Find out how your independent practice can benefit from our support and resources.

Your Resources

Systems/Best Practices

Group sharing of defined processes that can be replicated in your practice

Group templates and processes for client meetings (Financial Plans, Annual Reviews, Client Check-up Meetings, etc.)

Group templates for life, disability, and long-term care insurance quotes

Financial Planning Department

Access to dedicated Heritage staff for the creation and updating of financial plans.

Access to our broker-dealer’s national planning department for no additional fee.

Monthly client-focused planning newsletter.

 

Investment Planning Department

Weekly investment client communications

Weekly advisor notes

Heritage custom model management

Heritage investment proposal template

Investment proposals with talking points

Marketing Department

Centralized graphic creation and management of monthly marketing calendar content

Centralized management of compliance approval numbers for shared marketing templates

Brand consistency and formatting of content distributed by the financial planning and investment planning departments

Assistance with mass client email distributions through Constant Contact

Insurance Planning

Pre-sale advisor support for the gathering of life, disability and long-term care insurance quotes and placed into client-facing quote templates

Underwriting support to track policies from submission to issuance

Group Influence

Access to key stakeholders of leadership team at Osaic, Inc. due to size of the firm

Heritage at a Glance

$9.2B

Client Invested Assets

This figure speaks to a highly capable team, whose commitment is to advise each client with a custom plan to help meet their financial goals.

*as of 6/30/24

25th

Year In Business

Our growth since 1999 stands as a testament to the quality of our service.

46

Financial Professionals

Our professionals possess a wide range of experience and credentials that allow us to provide a full suite of exceptional financial services.

130

Staff Members

We hire carefully to ensure we are building a team that holds true to our promise to support our clients.

CRN-7210372-102124

Schedule an Introduction

Phone Number

410.785.0033

Email Address

Who We Are

What We Do

Who We Serve

Our Insights

Contact Us

ABOUT

LOCATIONS

NEWS

CLIENT ACCESS

Katherine Armstrong CA Insurance License #4317524, Regina Beatty CA Insurance License #1811881, Richard Grace CA Insurance License #4066938, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, John McCarthy CA Insurance License #0D85649, Art McGonigal Jr CA Insurance License #0B66096, Artie McGonigal III CA Insurance License #4302122, 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 Osaic FA, Inc. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

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

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

Committed to your success.

CRN-6989278-090524

© 2024 Heritage Financial Consultants, LLC

 

1 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 benefits 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/2023/12/07/baltimore-suns-top-workplaces-rankings-for-2023/

2 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/2023/12/01/largest-wealth-management-firms-in-greater-baltimore.html

3 The Top 100 Private Companies in Greater Baltimore award is independently produced by the Baltimore Business Journal. To qualify, a company must have headquarters in Greater Baltimore and submit their previous year’s revenue. The current listing is ranked by 2023 revenue, but also includes 2022 revenue. 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. 

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2024/08/16/top-100-private-companies-in-greater-baltimore.html