John Gregory

John Gregory

by | Sep 28, 2022

< BACK TO ALL PLANNERS & STAFF John Gregory Client Relationship Manager     About John Gregory John joined Heritage as the Client...
Elizabeth Halteman

Elizabeth Halteman

by | Aug 30, 2023

< BACK TO ALL PLANNERS & STAFF Elizabeth Halteman Financial Controller About Elizabeth Halteman Elizabeth joined Heritage in 2023, bringing...
Angela Hasenei

Angela Hasenei

by | Jan 17, 2023

< BACK TO ALL PLANNERS & STAFF Angela Hasenei Practice Manager   About Angela Hasenei Angie works as a Practice Manager for Joe Morgan....
Silas Hoxie

Silas Hoxie

by | Jan 13, 2020

< BACK TO ALL PLANNERS & STAFF Silas Hoxie CFA® Client Relationship Manager About Silas Hoxie Silas joined the HFC team in 2017 as an intern...
Shannon James

Shannon James

by | Jan 13, 2020

< BACK TO ALL PLANNERS & STAFF Shannon James Practice Manager About Shannon James Shannon James is the Practice Manager for the office...