The Client Management Team at Heritage Financial Consultants LLC is dedicated to fostering and maintaining strong relationships with clients. This team works closely with clients to understand their unique financial needs and goals, ensuring that their plans are tailored to their lifestyles. They conduct regular meetings, collaborate with other advisors, and provide comprehensive support to help clients navigate financial complexities and maintain alignment with evolving laws and regulations. Their proactive engagement ensures clients receive exceptional service and strategic, holistic financial planning that enhances their long-term financial well-being.
Alex Neumann
Client Relationship Manager
Ava McDermott
Client Relationship Manager
Bianca Scarano
Client Relationship Manager
Cfp® Doug Mistler
Practice Manager For Christoph...
John Gregory
Client Relationship Manager
Madison Ewing
Registered Assistant
Rick Mooney
Client Relationship Manager
Silas Hoxie
Registered Assistant
Slater Ottenritter
Registered Financial Planning ...
Zachary Foertschbeck
Client Relationship Manager
View all