Broker Check

Team

Managed Accounts

Rob Hinson, CFA(R) - Director of Investment Operations and Trading
David Rosenblatt* - Director of Investment Strategies
Jeff Closz - Portfolio Manager, Custom Solutions
Justin Blankenship* - Senior Portfolio Analyst
Jeremy Best* - Junior Portfolio Analyst
Cy Treaster* - Junior Portfolio Analyst
Jeff Weatherford* - Trading and Quantitative Analyst

Compliance

Kimberli Fleck, Esquire - Senior Vice President and General Counsel
Ben Payne - Compliance Associate
Robert Pfahl, CFP(R), CRPS(R) - Senior Compliance Associate
Sarah Mitrotz - Compliance Specialist

Client Services

Jacqueline Trezza -Vice President of Operations
Kayte Kocher - Advisory Operations Associate
Sue Pfirman - Senior Advisory Operations Associate
Leanne Biddle* - Advisory Operations Associate
Maura Kaercher* - Advisory Operations Associate

*These individuals are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals is no way related to Cetera Advisor Networks LLC or its registered representatives.

 

Chris Holcomb, CFP®, CKA®, CRPS®

Certified Financial Planner (TM)

(410) 975-8387

(410)730-3977

chris@heritagefinancialadvisors.com

CERTIFIED FINANCIAL PLANNER (TM), Certified Kingdom Advisor (R), Chartered Retirement Plans Specialist (R) (continues ...)

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