HERITAGE WEALTH ADVISORS - Key Persons
Aaron plays a vital role at Heritage Wealth Advisors by overseeing trade implementation, portfolio monitoring, and rebalancing. As a client portfolio management expert, he serves clients directly as their trusted investment specialist.
Prior to joining Heritage, Aaron worked as a financial advisor. He earned his B.S. in Business Administration with a major in finance from Slippery Rock University. Aaron holds the Series 66 securities license and is working towards the Chartered Financial Analyst (CFA®) designation.
Aaron lives in Pittsburgh, PA, with his wife, their daughter, and dogs, Sophie and CiCi. He enjoys listening to podcasts and playing fantasy football.
Job Titles:
- Managing Director of Investments
Cary is a partner in the firm with a focus on investment research, defining Heritage's financial market views, and positioning client portfolios.
Prior to joining Heritage in 2016 as a Senior Analyst, Cary worked at Morgan Stanley in New York, Spider Management Company, and Xenith Bank in Richmond, Virginia.
Cary earned her B.S. in Commerce from the University of Virginia with concentrations in Finance and Accounting. She is a Chartered Financial Analyst (CFA®).
She is the Vice President of the Children's Hospital of Richmond Investment Advisory Board and a member of Board of Directors for The First Tee of Greater Richmond. She is also an active member of the CFA Society of Virginia and the Estate Planning Council of Richmond.
In her free time, she enjoys playing golf and cheering on the UVA basketball team.
Chase Hill - CFO, Managing Director
Job Titles:
- Chief Financial Officer
- Managing Director
- Partner
- Member of the Board of Trustees for Trinity Episcopal High School
Chase is a partner in the firm and has been a vital part of the Heritage team since its founding in 2005. He has a deep appreciation for Heritage's rich diversity and finds immense pride in the firm's role as a trailblazer in shaping the future of wealth management.
Chase attended Virginia Tech and earned his B.S. in Business Administration from Old Dominion University. Chase is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent.
Chase is an active member of the Board of Trustees for Trinity Episcopal High School and Chesterfield Cultural Arts Foundation. He is also a member of the Central Virginia chapter of the Financial Planning Association (FPA), The Estate Planning Council of Richmond, and The Richmond Private Business Study Group. Chase volunteers with Junior Achievement of Central Virginia.
Chase and his wife, Lara, have two children together. He enjoys outdoor activities, and tailgating at Virginia Tech sports events.
As Director of Investments at Heritage, Colin leads investment strategies and collaborates with the Investment Advisory team, focusing on building high-quality portfolios across public and private markets.
Before Heritage, he was a partner and analyst for absolute return investment managers. His focus sectors included technology, consumer, real estate, and industrial companies. Colin also specialized in multi-asset class and macroeconomic research, which informed portfolio construction and asset allocations. Earlier in his career, Colin worked in investment banking at Nomura and in private equity and commercial finance with GE.
Colin earned a BA in Economics from the University of Virginia and holds the Chartered Financial Analyst (CFA®) designation.
He serves on the Board of Trustees for the Music Resource Center, a non-profit offering affordable after-school music programming. Colin lives in Charlottesville, Virginia, with his wife, twin daughters and son.
Daniel services client relationships in the areas of financial planning, estate planning, tax planning and preparation. Daniel enjoys being a trusted resource for his team and clients alike.
Prior to joining Heritage, Daniel was a financial advisor at another wealth advisory firm, where he began his career working with clients on financial planning and investment management.
Daniel earned his B.A. and Master's in Business Administration from the University of Lynchburg. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Daniel volunteers his time coaching a varsity basketball team at a local high school. He resides in Richmond, VA, with his wife, Alyssa, son, Luke, and black lab, Bailey.
Job Titles:
- First Impressions Associate
Job Titles:
- CFP®, PFS / CEO
- Our Founder
Dee Ann founded Heritage Wealth Advisors in Richmond, VA, in 2005. A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals. Dee Ann saw an opportunity to create the most comprehensive and collaborative multi-family office in the region and beyond.
Dee Ann's current board service includes Chesapeake Financial Shares, Inc., The Valentine, and VMFA Charitable Advisors. Her previous service included The Community Foundation of Greater Richmond, RVA Community Development Corporation, Richmond Memorial Health Foundation, Richmond Sports Backers, The Visual Arts Center of Richmond, Richmond SPCA, and West Virginia University Foundation.
Dee Ann earned her B.S. magna cum laude from West Virginia University. She is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Personal Financial Specialist. Her professional affiliations include the Institute for Certified Financial Planners and the American Institute for Certified Public Accountants.
She and her husband, Jim, have been married for over 35 years. Dee Ann enjoys her new role of Dee Dee to her two granddaughters.
Dee Ann founded Heritage Wealth Advisors in 2005. She had a vision of creating a firm that delivered comprehensive financial solutions to clients in an innovative and collaborative way.
Our founder, Dee Ann, started Heritage Wealth Advisors in 2005, seeking to deliver unrivaled care and attention to her clients, not only in their financial stewardship, but also in the depth of relationships with her clients.
Job Titles:
- Client Service Administrative Associate
Grace provides diverse administrative support to the firm's wealth advisors and clients.
Grace joined Heritage with ample experience in office management, customer service, and administrative support.
She earned a B.A. in Economics from Boston College with a minor in Management for Social Impact. She is working toward her Certified Financial Planner designation.
Grace enjoys reading, cooking, yoga, and recreational sports.
Haiden concentrates on investment research and asset allocation, assisting with public and private market due diligence and positioning.
He became part of Heritage Wealth Advisors after a comprehensive two-year internship, during which he honed his abilities in research, portfolio management, and analytical techniques.
Haiden holds a B.S. in Business Administration, specializing in Finance, from James Madison University. He is currently advancing through the Chartered Financial Analyst (CFA) program.
Job Titles:
- Member of the American Alliance of Museums
- Senior Client Service Administrative Associate
Janelle serves as a Senior Client Service Administrative Associate, specializing in enhancing client experiences and providing dedicated support.
Prior to joining Heritage Wealth Advisors, Janelle honed her expertise in customer service in the fashion industry by working alongside renowned designers before transitioning to finance as a dedicated administrator.
Janelle holds an Associate of Applied Science in Fashion Design and Merchandising from Katharine Gibbs School, New York, and is pursuing a Bachelor of Science in Fashion Merchandise Management.
A member of the American Alliance of Museums, Janelle is eager to expand her professional network and knowledge through further involvement in relevant organizations. She also commits her time to local nonprofits like Feed More in Central Virginia.
Outside of work, Janelle cultivates her passion for fashion design, enjoys live shows, explores new musical instruments, reads avidly, and stays active with friends.
Job Titles:
- Director of Private Investments
A graduate of the University of North Carolina at Chapel Hill, Jason holds a B.S. in Business Administration and has earned the Chartered Financial Analyst (CFA®) designation.
Outside of work, he's an avid traveler and Buffalo Bills fan. Jason resides in Durham, North Carolina with his wife and their two cats, Cruz and Zip.
John G. Jordan, III - Chief Investment Officer, Managing Director
Job Titles:
- Chief Investment Officer
- Managing Director
Jay is a partner in the firm and has worked at Heritage for over a decade. Jay joined Heritage because he saw an opportunity to leverage over 30 years of collective knowledge that aligned with his passion for building lasting relationships with families, extending beyond the institutional investment world.
Job Titles:
- Marketing & Development Associate
Joy supports the marketing and business development efforts of the firm.
Prior to her joining Heritage, she gained experience in management, specializing in financial reporting, training coordination, and training restructuring.
Currently enrolled at Virginia Commonwealth University, Joy is pursuing a degree in Marketing with a concentration in product and brand management, complemented by a minor in finance.
While studying at Virginia Commonwealth University, she serves as a financial analyst for the Student Managed Investment Portfolio. Additionally, she actively participates in professional organizations such as the American Marketing Association, Women in Business, and the VCU Business Mentorship Program.
Joy currently resides in Richmond, VA, with her husband Nathaniel and their three cats.
Job Titles:
- Director of Portfolio Management & Operations
Kaitlyn oversees all active investment portfolios at Heritage Wealth Advisors and works directly with clients to review their full investment picture. She also constructs and audits public and private portfolios as part of Heritage's Investment Research Team. Additionally, she manages the firm's Portfolio Operations and Portfolio Management teams.
Prior to joining Heritage, she worked for Hefren-Tillotson on the Investment Advisory Team, focusing on specialized trading and portfolio management.
Kaitlyn graduated from Robert Morris University with a Bachelor of Science in Business Administration with a concentration in Economics and Finance.
Kaitlyn is a CFA Level 2 candidate and holds her 66 securities license. She is a member of the CFA Society of Pittsburgh and the Sustaining Circle with the Lindsay Community Theater.
She and her husband, Tyler, recently welcomed their son, Wesley, who joins an extended family of two cats, a dog, chickens, bunnies, and fish.
Job Titles:
- Senior Portfolio Operations Specialist
Katherine is a member of the operations team at our Richmond location.
Before her time at Heritage, Katherine was part of the Client Advisor Services team at SCS Financial for three and a half years and worked with the Preferred Banking Team at First Republic Bank for two years.
She earned her B.A. in Communications from Denison University in Granville, Ohio, where she also competed on the diving team for four years.
Katherine enjoys exploring Richmond with her husband, and they have recently taken up making homemade pasta together. She lives in Richmond, VA, with her husband and their two Ragdoll cats, Nova and Mango.
Job Titles:
- Director of Finance
- Wealth Advisor
Kristen serves new and existing clients in the areas of financial planning, trust and estate planning, and tax planning and preparation. She helps clients optimize their long-term financial goals by gaining a deep understanding of how all details of their financial picture tie together.
Prior to joining Heritage, Kristen worked at Merrill Lynch. She earned her bachelor's and master's degrees from the University of Virginia with high honors and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Kristen serves as the Director of Finance on the Junior League of Richmond's Board of Directors with a focus on budgeting and fundraising. She is also a Board Member At-Large with the Financial Planning Association of Central Virginia, leading regular meetings with the Charlottesville cohort. In her spare time, she enjoys yoga, baking, reading, and traveling.
She and her husband, Braxton, reside in Charlottesville with their daughter, Scottie.
Job Titles:
- Administrative Associate
- Member of the Young Alumni Association at High Point University
Leah supports the Finance, Human Resources, and Technology departments to help ensure smooth internal operations.
Before joining Heritage, Leah honed her organizational and leadership skills as an office manager for a custom home builder in Midlothian, VA, where she was instrumental in streamlining operations and enhancing team collaboration. She graduated with a degree in Nonprofit Management and Human Resources from High Point University in 2016.
Leah is also a proactive member of the Young Alumni Association at High Point University. In her free time, she enjoys unwinding by the Rappahannock River and cheering for the San Francisco 49ers.
Leah resides in Midlothian, VA, with her boyfriend and their three dogs.
Job Titles:
- Senior Client Service Administrative Associate
Madison is responsible for supporting the client service team and wealth advisors. She is involved in serving clients, as well as various back-office functions to support the team.
Before joining Heritage, Madison was an administrative assistant for a travel sales company for several years. She brings vast experience to the team, including office management, relationship building, cross-functional team communications, and collaboration.
Madison resides in the Pittsburgh area and has one dog and three cats. She enjoys reading, scrapbooking, and hiking in her free time.
Marshall is a partner at Heritage and has been a crucial member of the team since 2007.
With over two decades of experience in financial services, he works closely with multi-generational families and specializes in portfolio management, wealth transfer, legacy planning, plus philanthropic strategy and family partnerships. Marshall also serves on the firm's Investment Policy Committee.
Prior to joining Heritage, Marshall worked at SunTrust Bank for seven years.
Marshall graduated from Randolph Macon College with a B.S. in Economics and Business and continued his financial education to become a Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Enrolled Agent (EA).
Marshall sits on the Associate Board of the Richmond Performing Arts Alliance and the Endowment Fund Trustees for ChildSavers. He is also a member of the Estate Planning Council of Richmond and the CFA Society of Virginia.
Matthew focuses on manager due diligence, security analysis, and asset class research. He focuses on individual company research for portfolio companies.
Matthew joined Heritage after interning with the team in various areas throughout his college career.
Matthew earned his B.S. in Business Administration with a concentration in Finance from North Carolina State University. Matthew is a Level III candidate for the CFA program.
Matthew resides in the Richmond, VA, area and enjoys traveling, golfing, and playing lacrosse.
Meagan is a partner in the firm and manages the internal operations of Heritage's Client Service Team. She also serves existing and new clients in the areas of tax planning and preparation, financial planning, and estate planning.
Prior to joining Heritage Wealth Advisors, Meagan worked for over seven years at PricewaterhouseCoopers as an Assurance Senior Manager in the industrial products market, two of which were spent in Budapest, Hungary.
Meagan earned her B.S. in Business Administration from Miami University with a concentration in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Public Accountant (CPA).
Meagan is a part of Leadership Pittsburgh's Leadership Development Initiative cohort and a member of UPMC Children's Hospital Foundation Children's Trust, and the Financial Planning Association.
She and her husband, Brian live in Pittsburgh with their two sons.
Job Titles:
- Wealth Planning Associate
Megu collaborates closely with Wealth Advisors, focusing on bolstering client connections through in-depth financial, estate, and tax planning, with a specialized focus on tax preparation.
Prior to joining the Heritage team, Megu developed her accounting skills as a mentor and bookkeeper at the Metropolitan Business League. Megu earned her Bachelor's degree in Accounting with honors from Virginia Commonwealth University.
Outside of her professional life, she is an active member of the Worship Ministry at her local church and enjoys volleyball, gym workouts, and playing the guitar.
Megu resides in Chesterfield, VA with her mother, her twin sister, and their kitten.
Mica is a dedicated Human Resources professional, bringing a wealth of hands-on administrative experience to her new role as HR Manager. As an HR Manager, Mica is committed to supporting employees, ensuring a positive work environment, and contributing to the growth and success of the organization
Mica joined Heritage with nine years of administrative management experience in commercial contracting and six years of customer service experience.
Mica is an active volunteer in her community and in her church and enjoys singing and reading in her free time.
Mica resides in the Richmond area with her husband, Demetri, their four children, and dog.
Job Titles:
- Senior Wealth Planning Associate
- Wealth Planners
Michael assists wealth planners and partners in servicing existing and new client relationships, emphasizing financial planning and estate planning. He is heavily involved in the firm's tax practices, including planning and preparation.
Michael began his career with Heritage as a tax intern in 2020. During that time, he became familiar with the Heritage team and the ins and outs of tax season.
Michael graduated from Duquesne University with a B.S. in Business Administration and a Master of Accountancy. He is a Certified Public Accountant (CPA).
Michael resides in Pittsburgh, PA, and enjoys golfing and watching the Steelers.
Job Titles:
- Wealth Planning Associate
Prior to joining Heritage, Mitchell interned for a large financial firm. He earned his B.S. from Virginia Tech in Finance with a concentration in Financial Planning. As an undergrad, he was a Virginia Tech Financial Planning Association member. He recently passed the Certified Financial Planner exam and is a candidate for the CFP Designation.
Mitchell has been an active volunteer for Camp Hope, a Christian camp for underprivileged children. He is a Richmond, VA, native and an avid soccer fan in support of England's Manchester United.
Job Titles:
- Portfolio Operations Associate
Natalie is responsible for working with the operations team and servicing accounts.
She joined Heritage with over 30 years of experience in Private Banking and Wealth Management and has enjoyed growing her career by working with clients at Heritage.
Natalie holds an Associate of Science degree and a Bachelor of Principles & Methods of Language Education degree. She graduated from Richard Bland College and attended Virginia Commonwealth University.
Natalie volunteers in her community as a teacher of Bible education and enjoys gardening and spending time outdoors. She resides in Virginia with her husband.
Job Titles:
- Portfolio Operations Associate
Ryan contributes to the execution and enhancement of the firm's investment process and service offerings. He is responsible for performing all day-to-day back-office functions, including all aspects of client account maintenance.
Ryan has a substantial customer service background with over nine years of experience. In addition, he brings over four years of Military service to the team.
He is currently attending Virginia Commonwealth University to attain his B.S. in Business Administration.
Ryan resides in the Richmond area with his wife and child.
Sara plays a crucial role in the oversight of Heritage's business operations and strategy implementation. She collaborates across business segments to enhance processes and drive growth while upholding the Firm's culture and values.
Sara has over 15 years of experience in the financial services industry. Prior to joining Heritage in 2024, Sara worked for Nasdaq, Inc. holding leadership roles within the Capital Access Platforms Division, and before that Nasdaq Dorsey Wright, where she was the Chief Compliance Officer and Corporate Counsel.
Sara received her Bachelor of Arts from the University of Virginia, and her Juris Doctor from the University of Georgia School of Law where she was a member of The Georgia Law Review. Sara is a member of the Virginia State Bar and resides in Richmond, VA with her husband and children.
Job Titles:
- Partner
- Board Member for the Carnegie Museum of Natural History
- CFP®, CAP® Managing Director of Client Experience
Sarah is a partner in the firm and heads our Pittsburgh office. She delivers customized wealth management and tax planning services to individuals and families, with a special focus on multi-generational households. She believes in building long-lasting relationships based on trust, transparency, and dedication to service.
Prior to joining Heritage, she worked for several years as an Assurance Manager at PricewaterhouseCoopers, focusing on technical financial accounting for publicly traded Fortune 500 companies as a lead project manager on the audit team.
Sarah earned her B.S. in Business Administration and Accounting, magna cum laude, from West Virginia University. She is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Advisor in Philanthropy® (CAP®).
Sarah is a Board Member for the Carnegie Museum of Natural History. She is also a member of the Estate Planning Council of Pittsburgh and the Financial Planning Association.
She grew up in Richmond, VA, and now lives in Pittsburgh, PA with her husband Blaine, two daughters, Amelia and Eliza, and their dog.
Job Titles:
- Senior Operations Associate & Team Lead
Sharon works closely with the Investment Advisory and Client Service teams to recommend investment solutions, monitor portfolios, and assist with the rebalancing and trading of clients' portfolios.
Prior to joining Heritage, Sharon worked in the Trade Processing Security Master Group and International Dividends Department with Wells Fargo Advisors and has over 20 years of experience.
Sharon attended ECPI University, becoming certified in Office Technology. She has also attended the University of Richmond and is continuing her education through courses at Henrico County Adult Education. She is a Notary Public.
Sharon is an active volunteer with her church and manages her community garden. She also enjoys baking and traveling.
She resides in Virginia with her husband, Lee, daughter, and dog, Blue.
Job Titles:
- Partner
- Investment Chair for the VCU Investment Management Company
- Managing Director of Private Investments & Foundation Strategies
- Member of Heritage 's Investment Policy Committee
Steve is a partner in the firm and has been key to Heritage's expanded client services, particularly in the area of alternative investment strategies.
With 35+ years of investment experience, Steve is a member of Heritage's Investment Policy Committee and is heavily involved in investment strategy, asset allocation and implementation, and due diligence.
He previously served for over a decade as the Director of Investments at The Spider Management Company and worked at the Virginia Retirement System (VRS).
Steve earned his B.A. from the University of Richmond and an MBA in Finance from George Washington University. He is a Chartered Financial Analyst (CFA®).
Steve serves as the Investment Chair for the VCU Investment Management Company and has been a trustee at the Steward School since 2006, only taking a brief hiatus to avoid conflicts of interest with his previous position at the University of Richmond.
Steve and his wife have been married for over 35 years and have three daughters.
Job Titles:
- Senior Portfolio Operations Specialist & Team Lead
Takisha joined Heritage more than 15 years ago and works at the intersection of both the operations and administrative teams.
Prior to her joining Heritage, she worked at Virginia Farm Bureau and at Capital One Financial Corporation.
Takisha earned her bachelor's degree in Real Estate Finance from Virginia Commonwealth University. Her path to higher education was not linear, and she left VCU shortly after enrolling. She also serves as a notary.
Takisha is a part of the selection committee for Heritage's Foundation for Financial Independence (FFI). Our first grant recipient, Neighborhood Resource Center Fulton, is located in Takisha's community and focuses on providing resources to teach people to garden and prepare healthy meals, in addition to youth camps and after-school programs.
Takisha enjoys taking hip-hop dance classes, visiting local seafood restaurants, and traveling with her husband.
Tina Leiter - Chief Compliance Officer
Job Titles:
- Chief Administrative Officer
- Chief Compliance Officer
Tina assists the firm with multiple functions including financial management, human resources, operations, and compliance.
Prior to joining Heritage, Tina worked at Mangham Associates. She has also worked as Chief Compliance Officer for The Investment Fund for Foundations, where she established the firm's first compliance program. She also worked in the same role for Cherry Bekaert Wealth Management. Tina's previous experience also includes Merrill Lynch and Cambridge Associates.
Tina earned a B.A. in Business Administration from Lynchburg College.
She resides in Virginia and enjoys traveling and cooking in her free time.
Job Titles:
- Senior Portfolio Operations Specialist
Tracy works at the intersection of both the operations and administrative teams, focusing on our Charlottesville location.
Tracy joins Heritage from Mangham Associates. She previously spent 18 years working in the healthcare sector.
Tracy earned a B.A. in Business with a focus on Sustainability from Mary Baldwin University.
She enjoys taking long road trips and antiquing in her free time.
Job Titles:
- Wealth Planning Associate
Tyler works closely with Wealth Advisors and Partners, focusing on strengthening existing client relationships and building new ones through comprehensive financial planning, estate planning, tax strategies, and tax preparation services.
Before joining Heritage, Tyler honed his skills in Wesco's Finance Leadership Development Program, specializing in internal controls and financial planning and analysis. His robust background includes significant tax experience, extensive client communication, and proficiency in SEC compliance. Tyler holds a BBA in Accounting from the University of Pittsburgh and is currently pursuing his CFP certification.
Outside of his professional life, he is an avid golfer and passionate supporter of Pittsburgh's local sports teams. Tyler lives in Pittsburgh, Pennsylvania, with his girlfriend and their Bernese Mountain dog, Napa.
Job Titles:
- Portfolio Operations Manager
Wesley plays a key role at Heritage Wealth Advisors by overseeing and optimizing the core functions of the Operations Team while serving clients directly as their dedicated investment specialist. His responsibilities include performance reporting, data management, portfolio analyses, and client support.
Wesley joined Heritage from Mangham Associates, where he worked as an Analyst. Previously he worked at BTR Capital Management, Inc. in San Francisco, and Capital Analysts of New England, Inc. in Massachusetts.
Wesley earned his B.S. in Finance from Bentley University in Waltham, Massachusetts.
He is a community outreach volunteer with VERP (Virginia Eviction Reduction Pilot) in the Charlottesville and Albemarle areas.
Wesley enjoys cycling, playing pickleball, and reading in his free time.
Prior to joining Heritage, Zuzanna spent over nine years with Ernst & Young. As a part of the Fiduciary Trust Tax Group, she provided trust tax and information reporting compliance services for organizations that utilized trust accounting platforms.
She earned her B.S. from Virginia Commonwealth University and is an Enrolled Agent (EA).
Zuzanna enjoys running and practicing yoga. She and her husband live in Richmond, VA, with their young daughter and cat, Big Poppa.