Alex Neumann

Alex Neumann

by | Oct 20, 2021

< BACK TO ALL PLANNERS & STAFF Alex Neumann Client Relationship Manager About Alex Neumann Alex Neumann joined Heritage Financial Consultants...
Ellen Norris

Ellen Norris

by | Mar 3, 2025

< BACK TO ALL PLANNERS & STAFF Ellen Norris Client Relationship Manager About Ellen Norris Ellen Norris has worked for Lincoln Financial...
Slater Ottenritter

Slater Ottenritter

by | Jan 14, 2020

< BACK TO ALL PLANNERS & STAFF Slater Ottenritter Client Relationship Manager About Slater Ottenritter Slater joined Heritage Financial...
Brooke Overmier

Brooke Overmier

by | Jun 12, 2024

< BACK TO ALL PLANNERS & STAFF Brooke Overmier Financial Professional Trainee About Brooke Overmier Brooke Overmier is the Financial...
Nancy Peña

Nancy Peña

by | Apr 16, 2025

< BACK TO ALL PLANNERS & STAFF Nancy Peña Executive Assistant About Nancy Peña Before joining Regina Beatty and Julian Grubbs’ team, Nancy...