Heritage Financial Consultants LLC
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Heritage Financial Consultants LLC Employees
Employee
Years
Job
Industry
Troy Cook Troy Cook's Heritage Financial Consultants LLC Experience October 2012 - Present
Job Planner Assistant to Evan Horn, CFP® at Heritage Financial Consultants, LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC October 2012 - Present
Salisbury University Endowment Fund Intership January 2012 - May 2012
All Around Edging, LLC February 2007 - February 2012
Mercier's Inc. July 2007 - August 2011
Skills
Management, Finance, Portfolio Management, Entrepreneurship, Research, Analysis, Valuation, Financial Modeling
Education
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Finance, Investment Track
Investments TrackPerdue School of Business: Salisbury University
for Bachelor of Science, Finance
Mount Saint Joseph
Heritage Financial Consultants, LLC October 2012 - Present
Salisbury University Endowment Fund Intership January 2012 - May 2012
All Around Edging, LLC February 2007 - February 2012
Mercier's Inc. July 2007 - August 2011
Skills
Management, Finance, Portfolio Management, Entrepreneurship, Research, Analysis, Valuation, Financial Modeling
Education
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Finance, Investment Track
Investments TrackPerdue School of Business: Salisbury University
for Bachelor of Science, Finance
Mount Saint Joseph
Christopher Ruby, CFP® Christopher Ruby, CFP®'s Heritage Financial Consultants LLC Experience February 2012 - December 2013
Job Associate Advisor
Industry Financial Services
Experience
Maller Wealth Advisors, Inc. January 2014 - Present
Heritage Financial Consultants LLC February 2012 - December 2013
Heritage Financial Consultants LLC May 2010 - February 2012
FSU Center For Advanced Power Systems September 2009 - August 2010
Heritage Financial Consultants LLC April 2008 - August 2009
H&R Block January 2008 - April 2008
Education
Florida State University - College of Business 2006 — 2010
Bachelors of Science, Finance, Economics
Maller Wealth Advisors, Inc. January 2014 - Present
Heritage Financial Consultants LLC February 2012 - December 2013
Heritage Financial Consultants LLC May 2010 - February 2012
FSU Center For Advanced Power Systems September 2009 - August 2010
Heritage Financial Consultants LLC April 2008 - August 2009
H&R Block January 2008 - April 2008
Education
Florida State University - College of Business 2006 — 2010
Bachelors of Science, Finance, Economics
Kim Baewer Kim Baewer's Heritage Financial Consultants LLC Experience July 2008 - July 2010
Job Investment Services Professional seeking new position
Industry Financial Services
Experience
Annex Wealth Management, LLC April 2012 - April 2014
HERITAGE FINANCIAL CONSULTANTS, LLC July 2008 - July 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC January 2008 - June 2008
Northwestern Mutual Investment Services January 2006 - January 2008
ROBERT W. BAIRD & CO. INCORPORATED January 2005 - January 2006
Robert W. Baird & Co. Incorporated January 2002 - January 2005
Robert W. Baird & Co., Incorporated July 1999 - December 2001
Skills
Miscrosoft Office, Data Analysis, Online Research, Series 7, Series 66, Manage Client..., Product Development, Process Improvement, Procedure Development, CRM, Asset Allocation, Microsoft Excel, Wealth Management, FINRA, High Net Worth..., Financial Services, Investment Advisory
Education
Marquette University 1995 — 1999
BA; BS, Economics/Spanish
Annex Wealth Management, LLC April 2012 - April 2014
HERITAGE FINANCIAL CONSULTANTS, LLC July 2008 - July 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC January 2008 - June 2008
Northwestern Mutual Investment Services January 2006 - January 2008
ROBERT W. BAIRD & CO. INCORPORATED January 2005 - January 2006
Robert W. Baird & Co. Incorporated January 2002 - January 2005
Robert W. Baird & Co., Incorporated July 1999 - December 2001
Skills
Miscrosoft Office, Data Analysis, Online Research, Series 7, Series 66, Manage Client..., Product Development, Process Improvement, Procedure Development, CRM, Asset Allocation, Microsoft Excel, Wealth Management, FINRA, High Net Worth..., Financial Services, Investment Advisory
Education
Marquette University 1995 — 1999
BA; BS, Economics/Spanish
Tyler Cox Tyler Cox's Heritage Financial Consultants LLC Experience May 2012 - September 2014
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2014 - Present
Heritage Financial Consultants LLC May 2012 - September 2014
Miss Shirley's Cafe May 2011 - May 2012
Philmont Scout Ranch July 2010 - 2010
Skills
HTML5, JavaScript, MorningStar Advisor, Microsoft Excel, Access, SQL, Oracle/PL1, Eclipse, eMoney Wealth...
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems
Monash University 2013 — 2013
Study Abroad Program, Liberal Arts and Sciences
Loyola Blakefield High School 2006 — 2010
High School Diploma
EY September 2014 - Present
Heritage Financial Consultants LLC May 2012 - September 2014
Miss Shirley's Cafe May 2011 - May 2012
Philmont Scout Ranch July 2010 - 2010
Skills
HTML5, JavaScript, MorningStar Advisor, Microsoft Excel, Access, SQL, Oracle/PL1, Eclipse, eMoney Wealth...
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting & Information Systems
Monash University 2013 — 2013
Study Abroad Program, Liberal Arts and Sciences
Loyola Blakefield High School 2006 — 2010
High School Diploma
Kristen Russo's Heritage Financial Consultants LLC Experience September 2007 - May 2008
Job Senior Client Relationship Manager at IBISWorld
Industry Market Research
Experience
IBISWorld September 2014 - Present
Robert Half Finance & Accounting April 2014 - September 2014
IBISWorld April 2012 - April 2014
NASDAQ OMX July 2008 - April 2012
Heritage Financial Consultants, LLC September 2007 - May 2008
Skills
Series 7, Financial Markets, Mergers, Finance, Relationship Management, Data Analysis, Database Administration, Mergers & Acquisitions, Enterprise Solution..., Strategy, Investment Banking, Accounting, Market Data, Account Management, Social Media, Financial Statement..., Bloomberg Terminal, Trading, Human Resources, Testing, Fundraising, Fixed Income, Microsoft Office, Market Research, Salesforce.com, New Business Development, Photoshop
Education
Loyola University Maryland 2004 — 2008
Joseph A. Sellinger School, Bachelor of Business Administration, Finance
IBISWorld September 2014 - Present
Robert Half Finance & Accounting April 2014 - September 2014
IBISWorld April 2012 - April 2014
NASDAQ OMX July 2008 - April 2012
Heritage Financial Consultants, LLC September 2007 - May 2008
Skills
Series 7, Financial Markets, Mergers, Finance, Relationship Management, Data Analysis, Database Administration, Mergers & Acquisitions, Enterprise Solution..., Strategy, Investment Banking, Accounting, Market Data, Account Management, Social Media, Financial Statement..., Bloomberg Terminal, Trading, Human Resources, Testing, Fundraising, Fixed Income, Microsoft Office, Market Research, Salesforce.com, New Business Development, Photoshop
Education
Loyola University Maryland 2004 — 2008
Joseph A. Sellinger School, Bachelor of Business Administration, Finance
Patrick Kowalczyk Patrick Kowalczyk's Heritage Financial Consultants LLC Experience November 2010 - December 2011
Job Planning Department Coordinator at Newroads Financial Group
Industry Financial Services
Experience
Newroads Financial Group January 2013 - Present
Heritage Financial Consultants LLC November 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Education
Towson University 2007 — 2011
Newroads Financial Group January 2013 - Present
Heritage Financial Consultants LLC November 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Education
Towson University 2007 — 2011
Janice Benenson Janice Benenson's Heritage Financial Consultants LLC Experience June 2010 - May 2015
Job Chief Operating Officer at Heritage Financial Consultants, LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science and Government
Univeristy of Missouri
Master of Arts (MA), Speech Communication and Rhetoric
Heritage Financial Consultants, LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science and Government
Univeristy of Missouri
Master of Arts (MA), Speech Communication and Rhetoric
Robert Eubank Robert Eubank's Heritage Financial Consultants LLC Experience June 2010 - May 2012
Job Equity Research Analyst
Industry Investment Management
Experience
ASB Investment Management June 2012 - Present
Heritage Financial Consultants, LLC June 2010 - May 2012
Towson University Investment Group May 2010 - May 2012
Blue Point Investment Management, LLC January 2010 - June 2010
Towson University Investment Group November 2009 - May 2010
Education
Towson University 2009 — 2012
Bachelors of Science, Finance (Economics minor), 3.925
Essex Community College 2006 — 2009
Associate's Degree, General Studies - Business
ASB Investment Management June 2012 - Present
Heritage Financial Consultants, LLC June 2010 - May 2012
Towson University Investment Group May 2010 - May 2012
Blue Point Investment Management, LLC January 2010 - June 2010
Towson University Investment Group November 2009 - May 2010
Education
Towson University 2009 — 2012
Bachelors of Science, Finance (Economics minor), 3.925
Essex Community College 2006 — 2009
Associate's Degree, General Studies - Business
Jamie Swartz Jamie Swartz's Heritage Financial Consultants LLC Experience June 2014 - October 2014
Job REALTOR
Industry Real Estate
Experience
Berkshire Hathaway Homesale Realty January 2015 - Present
Heritage Financial Consultants LLC June 2014 - October 2014
ASRC Federal February 2013 - June 2014
Abeo March 2011 - February 2013
Self-Employed March 2005 - March 2011
Skills
Event Planning, Microsoft Office, Client Representation, Hospitals, Communication, Management, Time Management, Corporate Events, Project Coordination, Client Liaison, Trade Show..., Customer Satisfaction, Manage Client..., Performance Measurement, Project Management, project scheduling, Task Management, Editing, Conference Coordination, task monitoring, Project Tracking, Priority Management, Direct Client..., Client Interfacing..., HIPAA, Benefits Administration, SharePoint, Employee Benefits, Project Planning
Education
Real Estate Education Center of Maryland 2014 — 2014
Maryland Real Estate License, Real Estate
Stevenson University 2005 — 2010
Bachelor of Arts (B.A.), Interdisciplinary
Berkshire Hathaway Homesale Realty January 2015 - Present
Heritage Financial Consultants LLC June 2014 - October 2014
ASRC Federal February 2013 - June 2014
Abeo March 2011 - February 2013
Self-Employed March 2005 - March 2011
Skills
Event Planning, Microsoft Office, Client Representation, Hospitals, Communication, Management, Time Management, Corporate Events, Project Coordination, Client Liaison, Trade Show..., Customer Satisfaction, Manage Client..., Performance Measurement, Project Management, project scheduling, Task Management, Editing, Conference Coordination, task monitoring, Project Tracking, Priority Management, Direct Client..., Client Interfacing..., HIPAA, Benefits Administration, SharePoint, Employee Benefits, Project Planning
Education
Real Estate Education Center of Maryland 2014 — 2014
Maryland Real Estate License, Real Estate
Stevenson University 2005 — 2010
Bachelor of Arts (B.A.), Interdisciplinary
Sarah Englehart's Heritage Financial Consultants LLC Experience March 2013 - May 2013
Job Summer Operations Analyst | Morgan Stanley | Sarah.E.Englehart@gmail.com | Towson University, 2015
Industry Writing and Editing
Experience
Morgan Stanley June 2014 - Present
Maryland Photography, Inc. October 2013 - Present
The Cheesecake Factory June 2011 - November 2013
Heritage Financial Consultants LLC March 2013 - May 2013
J&L Marketing, Inc. September 2012 - May 2013
Skills
Team Leadership, Public Speaking, Time Management, Event Planning, Organization, Event Management, PowerPoint, Microsoft Excel, Data Entry, Word Processors, Bookkeeping, Writing, Research, Social Media, Organiz
Education
Towson University 2010 — 2015
High School, Business Administration and Finance, English, Senior
Long Reach High School 2006 — 2010
Morgan Stanley June 2014 - Present
Maryland Photography, Inc. October 2013 - Present
The Cheesecake Factory June 2011 - November 2013
Heritage Financial Consultants LLC March 2013 - May 2013
J&L Marketing, Inc. September 2012 - May 2013
Skills
Team Leadership, Public Speaking, Time Management, Event Planning, Organization, Event Management, PowerPoint, Microsoft Excel, Data Entry, Word Processors, Bookkeeping, Writing, Research, Social Media, Organiz
Education
Towson University 2010 — 2015
High School, Business Administration and Finance, English, Senior
Long Reach High School 2006 — 2010
Casey Schroeder Casey Schroeder's Heritage Financial Consultants LLC Experience May 2010 - May 2011
Job
Industry Financial Services
Experience
Pratt Steet Ale House March 2012 - Present
MaGerk's Pub August 2011 - Present
Bluegrass Tavern March 2010 - March 2012
Heritage Financial Consultants LLC May 2010 - May 2011
Ryleigh's Oyster October 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Customer Service, Marketing, Microsoft Word, PowerPoint, Business Analysis, Financial Analysis, Social Media Marketing, Sales, Research, Outlook, Strategic Planning, Marketing Strategy, Business Development, Project Management, Market Research, Advertising, Investments
Education
Towson University 2007 — 2011
B.S., Business Administration
Pratt Steet Ale House March 2012 - Present
MaGerk's Pub August 2011 - Present
Bluegrass Tavern March 2010 - March 2012
Heritage Financial Consultants LLC May 2010 - May 2011
Ryleigh's Oyster October 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Customer Service, Marketing, Microsoft Word, PowerPoint, Business Analysis, Financial Analysis, Social Media Marketing, Sales, Research, Outlook, Strategic Planning, Marketing Strategy, Business Development, Project Management, Market Research, Advertising, Investments
Education
Towson University 2007 — 2011
B.S., Business Administration
Chelsea (Mahoney) Gates Chelsea (Mahoney) Gates's Heritage Financial Consultants LLC Experience March 2014 - Present
Job Relationship Driven Employee Benefits Consultant Targeted Wellness Claims Transparency Cost Savings
Industry Insurance
Experience
Heritage Financial Consultants LLC March 2014 - Present
Center for Vein Restoration January 2013 - March 2014
Center for Vein Restoration January 2012 - June 2013
Weems & Plath, Inc. October 2010 - January 2012
Chesapeake Publishing January 2010 - August 2010
McCall & Almy Inc. August 2007 - June 2009
Skills
Employee Benefits, Employee Benefits Design, Strategic Consulting, Employee Wellness, Healthcare, Affordable Care Act, Long-term Customer..., Health Insurance, Life Insurance, Self-funded, Strategic Finance, Human Resources, Sales, Sales Operations, Strategic Planning, Sales Management, Market Research, Leadership, Event Management, Corporate Communications, Budgets, New Business Development
Education
University of Mary Washington 2003 — 2007
BS, Business Administration, English
Easton High School 1999 — 2003
Heritage Financial Consultants LLC March 2014 - Present
Center for Vein Restoration January 2013 - March 2014
Center for Vein Restoration January 2012 - June 2013
Weems & Plath, Inc. October 2010 - January 2012
Chesapeake Publishing January 2010 - August 2010
McCall & Almy Inc. August 2007 - June 2009
Skills
Employee Benefits, Employee Benefits Design, Strategic Consulting, Employee Wellness, Healthcare, Affordable Care Act, Long-term Customer..., Health Insurance, Life Insurance, Self-funded, Strategic Finance, Human Resources, Sales, Sales Operations, Strategic Planning, Sales Management, Market Research, Leadership, Event Management, Corporate Communications, Budgets, New Business Development
Education
University of Mary Washington 2003 — 2007
BS, Business Administration, English
Easton High School 1999 — 2003
Elinor Murphy's Heritage Financial Consultants LLC Experience May 2014 - August 2014
Job Financial Planning Assistant
Industry
Experience
A Bar A Ranch May 2015 - September 2015
Heritage Financial Consultants LLC May 2014 - August 2014
Volunteer Income Tax Assistance Program (VITA) January 2014 - May 2014
Skills
Microsoft Excel, Public Policy, Research, Finance, Econometrics, Statistics, Analysis, PowerPoint, Social Networking, Community Outreach, Public Speaking, Teamwork
Education
Sewanee: The University of the South 2011 — 2015
Bachelor of Arts (BA), Major: Economics; Minors: Pre-Business and History
The London School of Economics and Political Science (LSE) 2013 — 2013
Statistics for Econometrics
Study Abroad, Economic Development in China (Econ 345)
Developing Economies Undergoing Reform
A Bar A Ranch May 2015 - September 2015
Heritage Financial Consultants LLC May 2014 - August 2014
Volunteer Income Tax Assistance Program (VITA) January 2014 - May 2014
Skills
Microsoft Excel, Public Policy, Research, Finance, Econometrics, Statistics, Analysis, PowerPoint, Social Networking, Community Outreach, Public Speaking, Teamwork
Education
Sewanee: The University of the South 2011 — 2015
Bachelor of Arts (BA), Major: Economics; Minors: Pre-Business and History
The London School of Economics and Political Science (LSE) 2013 — 2013
Statistics for Econometrics
Study Abroad, Economic Development in China (Econ 345)
Developing Economies Undergoing Reform
Christopher Portner, M.S., CFP® Christopher Portner, M.S., CFP®'s Heritage Financial Consultants LLC Experience September 2015 - Present
Job Financial Planner
Industry Financial Services
Experience
Heritage Financial Consultants LLC September 2015 - Present
Education
College for Financial Planning 2011 — 2013
Master of Science (M.S.), Personal Financial Planning
College for Financial Planning 1996 — 1998
CFP® Professional Education Program
Towson University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Towson University 1987 — 1990
Bachelor of Arts (B.A.), English Language and Literature, Writing
Heritage Financial Consultants LLC September 2015 - Present
Education
College for Financial Planning 2011 — 2013
Master of Science (M.S.), Personal Financial Planning
College for Financial Planning 1996 — 1998
CFP® Professional Education Program
Towson University 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Towson University 1987 — 1990
Bachelor of Arts (B.A.), English Language and Literature, Writing
Bernard Murphy Jr. Bernard Murphy Jr.'s Heritage Financial Consultants LLC Experience January 2007 - May 2007
Job Senior Associate at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. January 2015 - Present
myCIO Wealth Partners LLC June 2007 - January 2015
myCIO Wealth Partners LLC May 2005 - June 2007
Heritage Financial Consultants LLC January 2007 - May 2007
Skills
Investment Strategies, Asset Allocation, Investments, Alternative Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Equities, Hedge Funds, Estate Planning, Fixed Income, Finance
Education
Loyola College in Maryland 2003 — 2007
BBA, Finance
MSCI Inc. January 2015 - Present
myCIO Wealth Partners LLC June 2007 - January 2015
myCIO Wealth Partners LLC May 2005 - June 2007
Heritage Financial Consultants LLC January 2007 - May 2007
Skills
Investment Strategies, Asset Allocation, Investments, Alternative Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Equities, Hedge Funds, Estate Planning, Fixed Income, Finance
Education
Loyola College in Maryland 2003 — 2007
BBA, Finance
Daniel Carey Daniel Carey's Heritage Financial Consultants LLC Experience September 2014 - Present
Job Employee Benefits Consultant Controlling expenses through creative financing.
Industry Financial Services
Experience
Heritage Financial Consultants LLC September 2014 - Present
Heritage Benefits September 2014 - Present
Mariner Finance March 2009 - August 2014
Skills
Credit Analysis, Loans, Consumer Lending, Relationship Management, Underwriting, Business Development, Outside Sales, Insurance, Credit, Employee Training, Operating Budgets, Employee Benefits, Affordable Care Act, Wellness, Client Counseling, Management
Education
Salisbury University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Heritage Financial Consultants LLC September 2014 - Present
Heritage Benefits September 2014 - Present
Mariner Finance March 2009 - August 2014
Skills
Credit Analysis, Loans, Consumer Lending, Relationship Management, Underwriting, Business Development, Outside Sales, Insurance, Credit, Employee Training, Operating Budgets, Employee Benefits, Affordable Care Act, Wellness, Client Counseling, Management
Education
Salisbury University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Joe Schisselbauer Joe Schisselbauer's Heritage Financial Consultants LLC Experience December 2013 - May 2015
Job Market Research Analyst Individual Variable Annuities (Leadership Preparation Program) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Heritage Financial Consultants LLC December 2013 - May 2015
Towson University August 2013 - December 2013
Giant Food May 2009 - August 2013
Skills
Microsoft Excel, Financial Analysis, Equities, Fixed Income, Public Speaking, Customer Service, Customer Satisfaction, Teamwork, Portfolio Management, Sales, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Time Management
Education
Towson University 2011 — 2015
Finance, General, Finance GPA: 3.90
Lincoln Financial Group July 2015 - Present
Heritage Financial Consultants LLC December 2013 - May 2015
Towson University August 2013 - December 2013
Giant Food May 2009 - August 2013
Skills
Microsoft Excel, Financial Analysis, Equities, Fixed Income, Public Speaking, Customer Service, Customer Satisfaction, Teamwork, Portfolio Management, Sales, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Time Management
Education
Towson University 2011 — 2015
Finance, General, Finance GPA: 3.90
Robert Hewitt, CFP® Robert Hewitt, CFP®'s Heritage Financial Consultants LLC Experience April 2015 - Present
Job Registered Planning Assistant at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC April 2015 - Present
Pilot Financial August 2012 - April 2015
Lincoln Financial Securities June 2012 - April 2015
Richard L. Hope April 2012 - April 2015
C. Beach Brown, LLC June 2011 - June 2012
Skills
Retirement Planning, Holistic Financial..., Personal Financial..., Investment Advisory, Licensed Life & Health..., Asset Allocation, Alternative Investments, 401k Rollovers, 401k, Profit Sharing, Asset Management, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Securities
Education
Kaplan University 2013 — 2014
Financial Planning, Financial Planning and Services
Washington College 2006 — 2010
Bachelor of Arts, Economics
Broadneck Senior High 2002 — 2006
Heritage Financial Consultants, LLC April 2015 - Present
Pilot Financial August 2012 - April 2015
Lincoln Financial Securities June 2012 - April 2015
Richard L. Hope April 2012 - April 2015
C. Beach Brown, LLC June 2011 - June 2012
Skills
Retirement Planning, Holistic Financial..., Personal Financial..., Investment Advisory, Licensed Life & Health..., Asset Allocation, Alternative Investments, 401k Rollovers, 401k, Profit Sharing, Asset Management, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Securities
Education
Kaplan University 2013 — 2014
Financial Planning, Financial Planning and Services
Washington College 2006 — 2010
Bachelor of Arts, Economics
Broadneck Senior High 2002 — 2006
Stacey Spedden-Irrgang Stacey Spedden-Irrgang's Heritage Financial Consultants LLC Experience January 2009 - Present
Job Financial Planner at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC January 2009 - Present
Lincoln Financial Advisors 1993 - Present
Insight Financial Group 1993 - July 2010
Skills
Retirement Planning, Financial Planning, Series 7, Investments, Life Insurance, Finance, Disability Insurance, Financial Services, Wealth Management, Insurance
Education
University of Delaware
BS, Business and Finance
Old Dominion University - College of Business and Public Administration 1986 — 1988
Dulaney High School 1982 — 1986
Diploma, General
Heritage Financial Consultants LLC January 2009 - Present
Lincoln Financial Advisors 1993 - Present
Insight Financial Group 1993 - July 2010
Skills
Retirement Planning, Financial Planning, Series 7, Investments, Life Insurance, Finance, Disability Insurance, Financial Services, Wealth Management, Insurance
Education
University of Delaware
BS, Business and Finance
Old Dominion University - College of Business and Public Administration 1986 — 1988
Dulaney High School 1982 — 1986
Diploma, General
Kent Peterson Kent Peterson's Heritage Financial Consultants LLC Experience April 1998 - December 2008
Job Divorce Mediator/CDFA (Certified Divorce Financial Analyst)
Industry Alternative Dispute Resolution
Experience
Mediation One April 2000 - Present
Heritage Financial Consultants LLC April 1998 - December 2008
Skills
Alternative Dispute..., Real Estate, Mediation, Attorneys, Dispute, Wellness, Family Therapy, Public Speaking, Personal Development, Small Business, Executive Coaching, Estate Planning, Coaching, Insurance, Financial Analysis, Investments, Entrepreneurship, Retirement Planning, Conflict Resolution
Education
Oregon State University
Biology
Mediation One April 2000 - Present
Heritage Financial Consultants LLC April 1998 - December 2008
Skills
Alternative Dispute..., Real Estate, Mediation, Attorneys, Dispute, Wellness, Family Therapy, Public Speaking, Personal Development, Small Business, Executive Coaching, Estate Planning, Coaching, Insurance, Financial Analysis, Investments, Entrepreneurship, Retirement Planning, Conflict Resolution
Education
Oregon State University
Biology
Lauren Lerch Lauren Lerch's Heritage Financial Consultants LLC Experience January 2014 - Present
Job Client Relationship Manager at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC January 2014 - Present
Caroline County Arts Council July 2011 - Present
Eastern Shore Emergency Medicine Physicians, LLC March 2012 - January 2014
Virginia Gildersleeve International Fund (VGIF) April 2011 - December 2012
Wilmington Trust FSB / M&T Bank April 2005 - March 2012
John E. Harms, Jr. & Associates February 2001 - April 2005
Education
Anne Arundel Community College 2004 — 2009
AA, General Studies - Psychology and Business focus
North Caroline High School 1994 — 1998
Heritage Financial Consultants LLC January 2014 - Present
Caroline County Arts Council July 2011 - Present
Eastern Shore Emergency Medicine Physicians, LLC March 2012 - January 2014
Virginia Gildersleeve International Fund (VGIF) April 2011 - December 2012
Wilmington Trust FSB / M&T Bank April 2005 - March 2012
John E. Harms, Jr. & Associates February 2001 - April 2005
Education
Anne Arundel Community College 2004 — 2009
AA, General Studies - Psychology and Business focus
North Caroline High School 1994 — 1998
Lori Rutkowski's Heritage Financial Consultants LLC Experience June 2011 - Present
Job Practice Manager / Registered Assistant
Industry Financial Services
Experience
Heritage Financial Consultants LLC June 2011 - Present
The America Group July 1996 - June 2011
Education
Goldey-Beacom College 1994 — 1998
Bachelor's degree, Computer Information Systems, Magna Cum Laude
Heritage Financial Consultants LLC June 2011 - Present
The America Group July 1996 - June 2011
Education
Goldey-Beacom College 1994 — 1998
Bachelor's degree, Computer Information Systems, Magna Cum Laude
Jared Kamm Jared Kamm's Heritage Financial Consultants LLC Experience April 2014 - May 2015
Job MBA Student Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Robert H. Smith School of Business, University of Maryland May 2015 - Present
Heritage Financial Consultants LLC April 2014 - May 2015
TriCapital Advisors, Inc. March 2013 - April 2014
Brown Brothers Harriman January 2012 - March 2013
Robert W. Baird & Co. 2008 - 2011
Morgan Stanley Smith Barney 2007 - 2008
Legg Mason 2006 - 2007
Skills
Bloomberg, Investments, Microsoft Office, Thompson, Salesforce CRM, Banking, Time Management, Public Speaking, Microsoft Word, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science, Finance
Benjamin O'Malley's Heritage Financial Consultants LLC Experience June 2015 - Present
Job Assistant Planner at Heritage Financial Consultants LLC
Industry Accounting
Experience
Heritage Financial Consultants LLC June 2015 - Present
Angela Assadi CPA December 2014 - March 2015
Scotland Yards Landscaping Company February 2012 - December 2014
Trader Lees June 2008 - December 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Microsoft Excel
Education
Salisbury University - Perdue School of Business 2008 — 2016
Accounting, Accounting
Wor-Wic Community College 2010 — 2013
General Studies, General Studies
Baltimore Lutheran School 2004 — 2008
High School Diploma
Heritage Financial Consultants LLC June 2015 - Present
Angela Assadi CPA December 2014 - March 2015
Scotland Yards Landscaping Company February 2012 - December 2014
Trader Lees June 2008 - December 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Microsoft Excel
Education
Salisbury University - Perdue School of Business 2008 — 2016
Accounting, Accounting
Wor-Wic Community College 2010 — 2013
General Studies, General Studies
Baltimore Lutheran School 2004 — 2008
High School Diploma
Brendan Harman Brendan Harman's Heritage Financial Consultants LLC Experience May 2009 - August 2011
Job Assistant Vice President at MacKenzie Capital, LLC
Industry Capital Markets
Experience
MacKenzie Capital, LLC June 2015 - Present
Financial Advantage Associates, Inc June 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Heritage Financial Consultants LLC May 2009 - August 2011
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Masters of Science (MS), Real Estate Development and Infrastructure
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance & Management
Towson High School
MacKenzie Capital, LLC June 2015 - Present
Financial Advantage Associates, Inc June 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Heritage Financial Consultants LLC May 2009 - August 2011
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Masters of Science (MS), Real Estate Development and Infrastructure
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance & Management
Towson High School
Kimberly Baewer Kimberly Baewer's Heritage Financial Consultants LLC Experience June 2008 - July 2010
Job Client Service Associate at Investors Advisory Group
Industry Financial Services
Experience
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Investors Advisory Group November 2014 - Present
Ellenbecker Investment Group May 2014 - July 2014
Annex Wealth Management April 2012 - April 2014
Heritage Financial Consultants LLC June 2008 - July 2010
Northwestern Mutual January 2006 - June 2008
Robert W. Baird & Co. January 2002 - January 2006
Robert W. Baird & Co. July 1999 - December 2001
Skills
CRM, Portfolio Management, Investments, Financial Services, Mutual Funds, Wealth Management
Education
Marquette University 1994 — 1999
Bachelor of Economics & Spanish, Economics & Spanish
Kathy Armstrong, CFP®'s Heritage Financial Consultants LLC Experience January 2004 - Present
Job Financial Planner
Industry Financial Services
Experience
Heritage Financial Consultants LLC January 2004 - Present
Johns Hopkins University - Carey Business School 1992 - 2010
Mercantile Safe Deposit & Trust March 1999 - December 2003
Notre Dame of Maryland University 1984 - 1990
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Financial Advisory, Securities, Strategic Planning, Public Speaking, Risk Management, Team Building, Non-profits, Portfolio Management, Business Planning, Microsoft Office, Budget, Insurance, Project Management, Marketing Strategy, Budgets, Organizational..., Mergers & Acquisitions, Leadership, Nonprofits, Investment Management, Valuation, Financial Analysis, Strategy, Finance, Analysis, Financial Modeling
Education
Loyola University of Maryland
MBA, Marketing / Finance
College for Financial Planning
CFP, Financial Planning and Services
Roanoke College
BA, Economics
National Graduate Trust School - University of Chicago (ABA)
Trust and Financial Services
National Trust School - Northwestern University (ABA)
Trust and Financial Services
Heritage Financial Consultants LLC January 2004 - Present
Johns Hopkins University - Carey Business School 1992 - 2010
Mercantile Safe Deposit & Trust March 1999 - December 2003
Notre Dame of Maryland University 1984 - 1990
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Retirement, Financial Advisory, Securities, Strategic Planning, Public Speaking, Risk Management, Team Building, Non-profits, Portfolio Management, Business Planning, Microsoft Office, Budget, Insurance, Project Management, Marketing Strategy, Budgets, Organizational..., Mergers & Acquisitions, Leadership, Nonprofits, Investment Management, Valuation, Financial Analysis, Strategy, Finance, Analysis, Financial Modeling
Education
Loyola University of Maryland
MBA, Marketing / Finance
College for Financial Planning
CFP, Financial Planning and Services
Roanoke College
BA, Economics
National Graduate Trust School - University of Chicago (ABA)
Trust and Financial Services
National Trust School - Northwestern University (ABA)
Trust and Financial Services
Peter Maller MBA, CFP®, AEP®'s Heritage Financial Consultants LLC Experience August 1992 - December 2013
Job Founder & CEO at Maller Wealth Advisors, Inc.
Industry Financial Services
Experience
Maller Wealth Advisors, Inc. January 2014 - Present
Heritage Financial Consultants, LLC August 1992 - December 2013
Skills
Retirement Planning, Certified Financial..., Risk Management, Wealth Management, Comprehensive Planning, Investment..., Employee Benefits
Education
Florida State University - College of Business 1991 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
Washington College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
Maller Wealth Advisors, Inc. January 2014 - Present
Heritage Financial Consultants, LLC August 1992 - December 2013
Skills
Retirement Planning, Certified Financial..., Risk Management, Wealth Management, Comprehensive Planning, Investment..., Employee Benefits
Education
Florida State University - College of Business 1991 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
Washington College 1987 — 1990
Bachelor's degree, Business Administration and Management, General
Kristin Riess Kristin Riess's Heritage Financial Consultants LLC Experience April 2011 - December 2012
Job Business Banking Relationship Manager
Industry Banking
Experience
PNC June 2014 - Present
PNC August 2013 - May 2014
Groove Commerce January 2013 - May 2013
Humanim, Inc. January 2013 - May 2013
Heritage Financial Consultants, LLC April 2011 - December 2012
Skills
Leadership, Interpersonal..., Credit Analysis, Sales, Public Speaking, Social Media, Customer Service, Competitive Analysis, SEO, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Excel, Market Research, Human Services, American Sign Language, Deaf Culture, E-commerce, Communication, Time Management, Social Networking, Management
Education
Towson University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Towson University 2008 — 2013
Bachelor of Arts (B.A.), Deaf Studies
PNC June 2014 - Present
PNC August 2013 - May 2014
Groove Commerce January 2013 - May 2013
Humanim, Inc. January 2013 - May 2013
Heritage Financial Consultants, LLC April 2011 - December 2012
Skills
Leadership, Interpersonal..., Credit Analysis, Sales, Public Speaking, Social Media, Customer Service, Competitive Analysis, SEO, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Excel, Market Research, Human Services, American Sign Language, Deaf Culture, E-commerce, Communication, Time Management, Social Networking, Management
Education
Towson University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Towson University 2008 — 2013
Bachelor of Arts (B.A.), Deaf Studies
Jake Fenlason Jake Fenlason's Heritage Financial Consultants LLC Experience October 2014 - Present
Job Planner Assistant at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC October 2014 - Present
Fastenal September 2013 - October 2014
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Time Management, Leadership, Finance, Research, Sales Operations, Public Speaking, PowerPoint, Microsoft Word, Teamwork, Management
Education
Towson University 2013 — 2016
Finance, General, 3.93 GPA (after Spring 2015 semester)
Heritage Financial Consultants LLC October 2014 - Present
Fastenal September 2013 - October 2014
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Time Management, Leadership, Finance, Research, Sales Operations, Public Speaking, PowerPoint, Microsoft Word, Teamwork, Management
Education
Towson University 2013 — 2016
Finance, General, 3.93 GPA (after Spring 2015 semester)
Ryan Voorhees Ryan Voorhees's Heritage Financial Consultants LLC Experience July 2007 - July 2009
Job State Tax Law Editor at Bloomberg BNA
Industry Legal Services
Experience
Bloomberg BNA February 2015 - Present
Bloomberg BNA January 2013 - Present
Bloomberg BNA October 2012 - December 2012
State of New Jersey, Office of the Attorney General May 2011 - August 2011
The Legal Aid Society of Cleveland January 2011 - April 2011
State of Maryland, Office of the Public Defender May 2010 - August 2010
Heritage Financial Consultants, LLC July 2007 - July 2009
Education
Georgetown University Law Center 2013 — 2015
LL.M., Taxation
Case Western Reserve University School of Law 2009 — 2012
J.D., Concentration in Business Organizations
Dickinson College 2003 — 2007
B.A., cum laude, Economics
Loyola Blakefield 1996 — 2003
Diploma
Bloomberg BNA February 2015 - Present
Bloomberg BNA January 2013 - Present
Bloomberg BNA October 2012 - December 2012
State of New Jersey, Office of the Attorney General May 2011 - August 2011
The Legal Aid Society of Cleveland January 2011 - April 2011
State of Maryland, Office of the Public Defender May 2010 - August 2010
Heritage Financial Consultants, LLC July 2007 - July 2009
Education
Georgetown University Law Center 2013 — 2015
LL.M., Taxation
Case Western Reserve University School of Law 2009 — 2012
J.D., Concentration in Business Organizations
Dickinson College 2003 — 2007
B.A., cum laude, Economics
Loyola Blakefield 1996 — 2003
Diploma
Evan Horn Evan Horn's Heritage Financial Consultants LLC Experience 2001 - Present
Job Financial Planner at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC 2001 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Management, Estate Planning, Financial Advisory, Finance, Insurance, Financial Planning, Securities, Employee Benefits, Series 7, Financial Services, Strategic Planning, Customer Service
Education
Salisbury University
Bachelor of Applied Science (B.A.Sc.), Finance
Heritage Financial Consultants LLC 2001 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Management, Estate Planning, Financial Advisory, Finance, Insurance, Financial Planning, Securities, Employee Benefits, Series 7, Financial Services, Strategic Planning, Customer Service
Education
Salisbury University
Bachelor of Applied Science (B.A.Sc.), Finance
Cory Coffman's Heritage Financial Consultants LLC Experience August 2013 - January 2014
Job Support Advisor at Maller Wealth Advisors
Industry Financial Services
Experience
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC August 2013 - January 2014
University of Pennsylvania August 2010 - July 2012
Mount St. Mary's University December 2008 - July 2010
Skills
Investments, Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Reporting, Portfolio Management, Fundraising, Higher Education, Microsoft Office, Microsoft Excel, Adobe Acrobat, Strategic Planning, Estate Planning, Financial Planning, Financial Risk, strategic financial...
Education
Loyola University Maryland 2003 — 2007
Bachelor's degree, English
Mount St. Mary's 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC August 2013 - January 2014
University of Pennsylvania August 2010 - July 2012
Mount St. Mary's University December 2008 - July 2010
Skills
Investments, Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Reporting, Portfolio Management, Fundraising, Higher Education, Microsoft Office, Microsoft Excel, Adobe Acrobat, Strategic Planning, Estate Planning, Financial Planning, Financial Risk, strategic financial...
Education
Loyola University Maryland 2003 — 2007
Bachelor's degree, English
Mount St. Mary's 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Sam Rahimi's Heritage Financial Consultants LLC Experience June 2011 - January 2012
Job SEO Manager at Jellyfish Online Marketing US
Industry Marketing and Advertising
Experience
Jellyfish Online Marketing US August 2014 - Present
AP Media, Inc. August 2013 - August 2014
WebMechanix June 2012 - August 2013
A Treasured Wedding January 2009 - May 2013
Hayfields Country Club April 2010 - September 2012
The Leukemia & Lymphoma Society February 2012 - June 2012
Heritage Financial Consultants LLC June 2011 - January 2012
Habib's Kabob & Bagel Cafe 2003 - 2008
Skills
SEO, Social Media, Social Media Marketing, Web Analytics, Google Adwords, Video Editing, Videography, WordPress, Sales, Salesforce.com, Data Mining, Benchmarking, Marketing, New Business Development, PowerPoint, Marketing Strategy, PPC, Reverse Engineering, Website Promotion, Golf, Organizational..., Customer Oriented, Account Management, Google Analytics, Google Webmaster Tools, SEO Content Writing, Sales & Marketing..., Conversion Optimization, Keyword Research, Microsoft Excel
Education
Towson University 2009 — 2012
Bachelor's degree, Business Administration: Marketing and e-Business
Carroll Community College 2008 — 2009
General Studies
Embry-Riddle Aeronautical University 2007 — 2007
Aerospace Engineering
Jellyfish Online Marketing US August 2014 - Present
AP Media, Inc. August 2013 - August 2014
WebMechanix June 2012 - August 2013
A Treasured Wedding January 2009 - May 2013
Hayfields Country Club April 2010 - September 2012
The Leukemia & Lymphoma Society February 2012 - June 2012
Heritage Financial Consultants LLC June 2011 - January 2012
Habib's Kabob & Bagel Cafe 2003 - 2008
Skills
SEO, Social Media, Social Media Marketing, Web Analytics, Google Adwords, Video Editing, Videography, WordPress, Sales, Salesforce.com, Data Mining, Benchmarking, Marketing, New Business Development, PowerPoint, Marketing Strategy, PPC, Reverse Engineering, Website Promotion, Golf, Organizational..., Customer Oriented, Account Management, Google Analytics, Google Webmaster Tools, SEO Content Writing, Sales & Marketing..., Conversion Optimization, Keyword Research, Microsoft Excel
Education
Towson University 2009 — 2012
Bachelor's degree, Business Administration: Marketing and e-Business
Carroll Community College 2008 — 2009
General Studies
Embry-Riddle Aeronautical University 2007 — 2007
Aerospace Engineering
Christian Price Christian Price's Heritage Financial Consultants LLC Experience March 2013 - May 2015
Job College Graduate
Industry Financial Services
Experience
Heritage Financial Consultants LLC March 2013 - May 2015
KLNB March 2012 - October 2012
Ridgely & Ferrens August 2010 - April 2012
Skills
Equity Research, Investments, Valuation, Real Estate Economics, Financial Analysis, Customer Service, Bloomberg Terminal, Microsoft Excel
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Archbishop Curley High School 2007 — 2010
Heritage Financial Consultants LLC March 2013 - May 2015
KLNB March 2012 - October 2012
Ridgely & Ferrens August 2010 - April 2012
Skills
Equity Research, Investments, Valuation, Real Estate Economics, Financial Analysis, Customer Service, Bloomberg Terminal, Microsoft Excel
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Archbishop Curley High School 2007 — 2010
Ryan Oliveira Ryan Oliveira's Heritage Financial Consultants LLC Experience June 2011 - July 2012
Job Custody Associate at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust October 2013 - Present
Heritage Financial Consultants LLC June 2011 - July 2012
M&W Parking Services Inc. March 2010 - June 2011
Cornerstone Physical Therapy February 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bessemer Trust October 2013 - Present
Heritage Financial Consultants LLC June 2011 - July 2012
M&W Parking Services Inc. March 2010 - June 2011
Cornerstone Physical Therapy February 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Towson University 2008 — 2012
Bachelor of Science (B.S.), Finance
Julia Salamon's Heritage Financial Consultants LLC Experience September 2005 - November 2008
Job Account Executive at Crawford Advisors, LLC, dba WorkforceTactix
Industry Insurance
Experience
Crawford Advisors, LLC, dba WorkforceTactix March 2014 - Present
The Salamon Agency June 2013 - Present
Baltimore Association of Health Underwriters June 2011 - Present
HealthPlan Headquarters March 2012 - June 2013
Landmark Insurance & Financial Group, Inc. November 2008 - March 2012
Heritage Financial Consultants LLC September 2005 - November 2008
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Sales, Benefits Administration, Health Savings Accounts, Brokers, Health Insurance, CRM, Property & Casualty..., Life Insurance, Long-term Care, Professional Liability, Term Life Insurance
Education
The University of Connecticut 2001 — 2005
Bachelor of Arts (B.A.), Political Science/ Sociology
Crawford Advisors, LLC, dba WorkforceTactix March 2014 - Present
The Salamon Agency June 2013 - Present
Baltimore Association of Health Underwriters June 2011 - Present
HealthPlan Headquarters March 2012 - June 2013
Landmark Insurance & Financial Group, Inc. November 2008 - March 2012
Heritage Financial Consultants LLC September 2005 - November 2008
Skills
Employee Benefits, Insurance, Disability Insurance, Underwriting, Sales, Benefits Administration, Health Savings Accounts, Brokers, Health Insurance, CRM, Property & Casualty..., Life Insurance, Long-term Care, Professional Liability, Term Life Insurance
Education
The University of Connecticut 2001 — 2005
Bachelor of Arts (B.A.), Political Science/ Sociology
C. Bradley Burton C. Bradley Burton's Heritage Financial Consultants LLC Experience May 2011 - December 2013
Job Support Advisor at Maller Wealth Advisors
Industry Financial Services
Experience
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC May 2011 - December 2013
Skills
Investments, Management, Wealth Management, Finance, Insurance, Rolling
Education
Loyola College in Maryland 2010 — 2014
Finance and Financial Management Services
Calvert Hall College High School '10 2006 — 2010
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC May 2011 - December 2013
Skills
Investments, Management, Wealth Management, Finance, Insurance, Rolling
Education
Loyola College in Maryland 2010 — 2014
Finance and Financial Management Services
Calvert Hall College High School '10 2006 — 2010
Lior Almog Lior Almog's Heritage Financial Consultants LLC Experience June 2012 - January 2014
Job Team Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2015 - Present
T. Rowe Price October 2014 - June 2015
T. Rowe Price January 2014 - October 2014
Heritage Financial Consultants LLC June 2012 - January 2014
Skills
Financial Analysis, Accounting, Microsoft Excel, Visual Basic, Morningstar, Bloomberg Terminal, Employee Training
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Finance
T. Rowe Price July 2015 - Present
T. Rowe Price October 2014 - June 2015
T. Rowe Price January 2014 - October 2014
Heritage Financial Consultants LLC June 2012 - January 2014
Skills
Financial Analysis, Accounting, Microsoft Excel, Visual Basic, Morningstar, Bloomberg Terminal, Employee Training
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Finance
Robert Symonds Robert Symonds's Heritage Financial Consultants LLC Experience March 2010 - July 2013
Job Private Wealth Advisor at StoneBridge Advisors, Inc.
Industry Financial Services
Experience
StoneBridge Advisors, Inc. August 2013 - Present
Heritage Financial Consultants, LLC March 2010 - July 2013
Heritage Financial Consultants LLC June 2005 - October 2008
Education
Waynesburg University 2008 — 2009
MBA, Applied Business
University of Maryland Baltimore County 2000 — 2005
BS, Financial Economics
StoneBridge Advisors, Inc. August 2013 - Present
Heritage Financial Consultants, LLC March 2010 - July 2013
Heritage Financial Consultants LLC June 2005 - October 2008
Education
Waynesburg University 2008 — 2009
MBA, Applied Business
University of Maryland Baltimore County 2000 — 2005
BS, Financial Economics
Dylan Manley Dylan Manley's Heritage Financial Consultants LLC Experience January 2013 - December 2013
Job Support Planner at Maller Wealth Advisors
Industry Financial Services
Experience
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC January 2013 - December 2013
Heritage Financial Consultants LLC December 2011 - January 2013
Stanley Black & Decker , Inc. June 2011 - August 2011
Rams Head Live & Pier Six Pavilion October 2008 - January 2011
Skills
Retirement Planning, Investments, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Simple IRA, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, Estate Planning, Portfolio Management, Financial Advisory, Allocations, Monarch, Roth IRA, Financial Analysis, Financial Goals, Formulas
Education
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Senior
Fallston High School
Maller Wealth Advisors January 2014 - Present
Heritage Financial Consultants LLC January 2013 - December 2013
Heritage Financial Consultants LLC December 2011 - January 2013
Stanley Black & Decker , Inc. June 2011 - August 2011
Rams Head Live & Pier Six Pavilion October 2008 - January 2011
Skills
Retirement Planning, Investments, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Simple IRA, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, Estate Planning, Portfolio Management, Financial Advisory, Allocations, Monarch, Roth IRA, Financial Analysis, Financial Goals, Formulas
Education
Towson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Senior
Fallston High School
Stephen Merrill's Heritage Financial Consultants LLC Experience 2013 - Present
Job Financial Planner, Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC 2013 - Present
Thomson Reuters Markets 2008 - 2013
Reuters America LLC 2007 - 2008
Reuters America LLC 1997 - 2007
First Data Corporation 1995 - 1997
The Boston Company 1992 - 1995
Skills
CRM, Account Management, Sales, Relationship Management, Leadership, Business Development, Financial Services, Business Analysis, Sales Management, Customer Retention, Salesforce.com, Professional Services, New Business Development, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Life Insurance, Wealth Preservation..., Financial Advisory, Strategic Financial..., Series 7, Series 66, Financial Planning, Private Wealth, Wealth Advisor, Variable Annuities, Fixed Annuities, Estate Planning, Long-term Care, IRAs, Roth IRA, 401k, Registered Investment..., College Savings Plans, Disability Insurance, 403 b, Simple IRA, Mutual Funds, Retirement Planning, Exit Strategies, SEP IRA, 401k Rollovers, Executive Wealth...
Education
Northeastern University 1987 — 1991
BS
Sacred Heart
Heritage Financial Consultants LLC 2013 - Present
Thomson Reuters Markets 2008 - 2013
Reuters America LLC 2007 - 2008
Reuters America LLC 1997 - 2007
First Data Corporation 1995 - 1997
The Boston Company 1992 - 1995
Skills
CRM, Account Management, Sales, Relationship Management, Leadership, Business Development, Financial Services, Business Analysis, Sales Management, Customer Retention, Salesforce.com, Professional Services, New Business Development, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Life Insurance, Wealth Preservation..., Financial Advisory, Strategic Financial..., Series 7, Series 66, Financial Planning, Private Wealth, Wealth Advisor, Variable Annuities, Fixed Annuities, Estate Planning, Long-term Care, IRAs, Roth IRA, 401k, Registered Investment..., College Savings Plans, Disability Insurance, 403 b, Simple IRA, Mutual Funds, Retirement Planning, Exit Strategies, SEP IRA, 401k Rollovers, Executive Wealth...
Education
Northeastern University 1987 — 1991
BS
Sacred Heart
Daniel Goldfarb's Heritage Financial Consultants LLC Experience May 2012 - December 2013
Job CEO at Zahav Asset Management
Industry Financial Services
Experience
Zahav Asset Management March 2015 - Present
Maller Wealth Advisors January 2014 - March 2015
Heritage Financial Consultants LLC May 2012 - December 2013
Heritage Financial Consultants June 2009 - April 2012
Lincoln FInancial Advisors December 2005 - June 2009
I. Rice & Company 2001 - 2005
Jewish Community Federation of Cleveland 1997 - 1999
Jewish Federation of the Lehigh Valley 1996 - 1997
Skills
Series 7, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Employee Benefits, Small Business, Trading, High Net Worth..., Retirement, Wealth Management
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance & Operations
Baltimore Hebrew University 1994 — 1996
M.A., Jewish Studies
University of Maryland Baltimore County 1994 — 1996
M.P.S., Political Science
Rutgers University-New Brunswick 1989 — 1993
B.A., American Studies
Zahav Asset Management March 2015 - Present
Maller Wealth Advisors January 2014 - March 2015
Heritage Financial Consultants LLC May 2012 - December 2013
Heritage Financial Consultants June 2009 - April 2012
Lincoln FInancial Advisors December 2005 - June 2009
I. Rice & Company 2001 - 2005
Jewish Community Federation of Cleveland 1997 - 1999
Jewish Federation of the Lehigh Valley 1996 - 1997
Skills
Series 7, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Employee Benefits, Small Business, Trading, High Net Worth..., Retirement, Wealth Management
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance & Operations
Baltimore Hebrew University 1994 — 1996
M.A., Jewish Studies
University of Maryland Baltimore County 1994 — 1996
M.P.S., Political Science
Rutgers University-New Brunswick 1989 — 1993
B.A., American Studies
Janice Benenson's Heritage Financial Consultants LLC Experience June 2010 - May 2015
Job Chief Operating Officer at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Wealth Advisory Group February 1995 - June 2002
Skills
Customer Service, Risk Management, Finance, Change Management, Microsoft Word, Insurance, Performance Management, Management, QuickBooks, Payroll, Outlook, Event Planning
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science
University of Missouri-Columbia
Master of Arts (M.A.), Speech Communication and Rhetoric
Heritage Financial Consultants LLC June 2010 - May 2015
Heritage Financial Consultants, LLC March 2003 - June 2010
Wealth Advisory Group February 1995 - June 2002
Skills
Customer Service, Risk Management, Finance, Change Management, Microsoft Word, Insurance, Performance Management, Management, QuickBooks, Payroll, Outlook, Event Planning
Education
City University of New York-Queens College 1961 — 1965
Bachelor of Arts (B.A.), Political Science
University of Missouri-Columbia
Master of Arts (M.A.), Speech Communication and Rhetoric
Jane Davis's Heritage Financial Consultants LLC Experience June 2014 - Present
Job Director of Client Experience at Heritage Financial Consultants LLC
Industry Insurance
Experience
Heritage Financial Consultants LLC June 2014 - Present
Kelly & Associates Insurance Group February 1998 - June 2014
Johns Hopkins Hospital June 1996 - February 1998
Skills
Benefits Administration, Change Management, Process Improvement, Customer Service, HR Consulting, Team Building, Management, Public Speaking, Non-profits, Employee Benefits, Payroll, Training, Insurance, Leadership, Nonprofits, Employee Relations, Performance Management, Strategy, Recruiting
Education
University of Scranton 1981 — 1985
B.S., Public Administration
Heritage Financial Consultants LLC June 2014 - Present
Kelly & Associates Insurance Group February 1998 - June 2014
Johns Hopkins Hospital June 1996 - February 1998
Skills
Benefits Administration, Change Management, Process Improvement, Customer Service, HR Consulting, Team Building, Management, Public Speaking, Non-profits, Employee Benefits, Payroll, Training, Insurance, Leadership, Nonprofits, Employee Relations, Performance Management, Strategy, Recruiting
Education
University of Scranton 1981 — 1985
B.S., Public Administration
Brian Horn's Heritage Financial Consultants LLC Experience 1996 - Present
Job Partner, Heritage Financial Consultants, LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC 1996 - Present
Skills
Securities, Wealth Management, Insurance, Financial Services, Retirement Planning, Series 7, Estate Planning, Retirement, Investments, Employee Benefits, Asset Allocation, Strategic Financial..., Small Business, Equities, Risk Management
Education
Penn State University 1991 — 1995
Bachelor of Science Degree, Finance, Minor in Economics
Heritage Financial Consultants, LLC 1996 - Present
Skills
Securities, Wealth Management, Insurance, Financial Services, Retirement Planning, Series 7, Estate Planning, Retirement, Investments, Employee Benefits, Asset Allocation, Strategic Financial..., Small Business, Equities, Risk Management
Education
Penn State University 1991 — 1995
Bachelor of Science Degree, Finance, Minor in Economics
Dennis G. Carter, Jr., CFP(R), CMFC (R)'s Heritage Financial Consultants LLC Experience October 2006 - August 2011
Job Wealth Management Services
Industry Financial Services
Experience
Susquehanna Wealth Management Services August 2011 - Present
Heritage Financial Consultants, LLC October 2006 - August 2011
Education
Towson University
Bachelors, Business Admin./Finance
Susquehanna Wealth Management Services August 2011 - Present
Heritage Financial Consultants, LLC October 2006 - August 2011
Education
Towson University
Bachelors, Business Admin./Finance
Andrew Horowitz CFP®'s Heritage Financial Consultants LLC Experience January 2006 - Present
Job Financial Planner with Heritage Financial Consultants, LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC January 2006 - Present
M&T Bank April 2003 - January 2006
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Wealth Management
Education
Towson University 1998 — 2001
Business, Marketing/Finance
Franklin High School
Franklin High School
Heritage Financial Consultants, LLC January 2006 - Present
M&T Bank April 2003 - January 2006
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Wealth Management
Education
Towson University 1998 — 2001
Business, Marketing/Finance
Franklin High School
Franklin High School
Lynn Nucci's Heritage Financial Consultants LLC Experience February 2006 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
Heritage Financial Consultants, LLC February 2006 - Present
T. Rowe Price 1995 - 2005
Northern Trust 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MM, Marketing, Finance
Purdue University - Krannert School of Management 1981 — 1984
BS, Management, Accounting
Heritage Financial Consultants, LLC February 2006 - Present
T. Rowe Price 1995 - 2005
Northern Trust 1989 - 1995
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MM, Marketing, Finance
Purdue University - Krannert School of Management 1981 — 1984
BS, Management, Accounting
Keith Herbert's Heritage Financial Consultants LLC Experience May 2015 - Present
Job Office Manager at Heritage Financial Consultants LLC
Industry Legal Services
Experience
Heritage Financial Consultants LLC May 2015 - Present
Discepolo LLP February 2012 - December 2014
Atlantic Coast Mortgage Services September 2005 - September 2009
Deckelbaum Ogens & Raftery May 2000 - March 2004
McNeily & Rosenfeld August 1988 - April 1999
McNeily & Rosenfeld August 1988 - April 1999
Skills
Financial Reporting, Accounting, Budgets, Customer Service, QuickBooks, General Ledger, Accounts Payable, Accounts Receivable, Team Building, Account Reconciliation, Contract Negotiation, Payroll, Financial Accounting, Internal Controls, Negotiation, Invoicing, Administration, Training, Leadership
Education
Pringe Georges Community College 1982 — 1986
Business Administration/Accounting
Prince George's Community College 1982 — 1985
Business Adminstration/Economics
Heritage Financial Consultants LLC May 2015 - Present
Discepolo LLP February 2012 - December 2014
Atlantic Coast Mortgage Services September 2005 - September 2009
Deckelbaum Ogens & Raftery May 2000 - March 2004
McNeily & Rosenfeld August 1988 - April 1999
McNeily & Rosenfeld August 1988 - April 1999
Skills
Financial Reporting, Accounting, Budgets, Customer Service, QuickBooks, General Ledger, Accounts Payable, Accounts Receivable, Team Building, Account Reconciliation, Contract Negotiation, Payroll, Financial Accounting, Internal Controls, Negotiation, Invoicing, Administration, Training, Leadership
Education
Pringe Georges Community College 1982 — 1986
Business Administration/Accounting
Prince George's Community College 1982 — 1985
Business Adminstration/Economics
Dennis G. Carter, Jr., CFP(R), CMFC(R)'s Heritage Financial Consultants LLC Experience October 2006 - July 2011
Job Vice President Sr. Relationship Manager at PNC
Industry Investment Management
Experience
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
Brent Fuchs, CFP®, CRPC®, ChFC®, CLU®'s Heritage Financial Consultants LLC Experience March 2001 - Present
Job Financial Planner with Heritage Financial Consultants, LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC March 2001 - Present
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor
The American College 2000 — 2004
Chartered Life Underwriter, Chartered Financial Consultant
McDaniel College 1996 — 2000
Bachelor of Business Administration (B.B.A.), BA with Minor in Accounting
Western Maryland College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Minor in Accounting
North Caroline High School
North Caroline High School
Heritage Financial Consultants, LLC March 2001 - Present
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor
The American College 2000 — 2004
Chartered Life Underwriter, Chartered Financial Consultant
McDaniel College 1996 — 2000
Bachelor of Business Administration (B.B.A.), BA with Minor in Accounting
Western Maryland College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Minor in Accounting
North Caroline High School
North Caroline High School