Caitlin Close

Caitlin Close

by | Nov 22, 2023

< BACK TO ALL PLANNERS & STAFF Caitlin Close Administrative Assistant About Caitlin Close Catie Close joined the office of Andy Andrews and...
Michael DeDea

Michael DeDea

by | Jan 12, 2020

< BACK TO ALL PLANNERS & STAFF Michael DeDea Customer Relationship Manager About Michael DeDea Michael DeDea has been supporting the office...
Ross H. Eagles

Ross H. Eagles

by | Jan 12, 2020

< BACK TO ALL PLANNERS & STAFF Ross H. Eagles CFP® Client Relationship Manager About Ross H. Eagles Ross joined Heritage Financial...
Patti Edwards

Patti Edwards

by | Dec 5, 2023

< BACK TO ALL PLANNERS & STAFF Patti Edwards Practice Manager About Patti Edwards Patricia (Patti) Edwards joined Heritage in 2023 as a...
Elliott Ellis

Elliott Ellis

by | Mar 7, 2025

< BACK TO ALL PLANNERS & STAFF Elliott Ellis Paraplanner About Elliott Ellis Elliott is a dedicated and ambitious paraplanner working...