Heritage Family Offices, LLP

02/25/2023

Happy 17th anniversary to Michael and Veronica. Wishing you many more blissful years together ❤️

01/27/2023

Happy 5th Anniversary to David & Katie Gannon. We wish you many more years of health, happiness and babies together :)

01/26/2023

Congratulations to the newest Partner at Heritage Family Offices, Brent Emch! Brent has worked so incredibly hard for the last 6 years to win our clients trust, better himself as an Advisor and Director and overall strengthen our Firm to better serve our present and future clients. We could not be more proud of this guy, and can't wait to see what the future holds for him!

01/16/2023

01/03/2023

Happy 1 year work anniversary to Jessica. We are so grateful to have you on our team, and have been blown away by all that you have taken on this last year. We can't wait to see all that you will accomplish in the years to come! Thank you for all of your hard work and commmitment to excellence, Jessica!

01/01/2023

Wishing you all the best in the year ahead!

12/24/2022

Sending you and yours many blessings this holiday season.

11/24/2022

Wishing you a wonderful holiday with your loved ones.

11/16/2022

Meet our awesome Service Associate, Ruth McKnight. Ruth spent more than 15 years in corporate and non-profit finance before making the transition to Wealth Management. She is currently going to school for her Masters in Accounting and is eager to learn more about the field and continuing pursuing her dreams! Ruth enjoys traveling to the mountains, crystal clear bodies of water, and waterfalls. Some of her favorite destinations are The Grand Tetons, Lake Tahoe and Yosemite National Park. Someone Ruth looked up to growing up was her Grandfather. He was a very patient man and a teacher at heart. He even taught youth tennis until he was in his 90's. He showed Ruth how to always be resourceful with what was available to her. Ruth has a teenager who lives in Texas and a 4 year old pup named Zane at home who enjoys car rides, puppy sundaes and endless amounts of toys. We are very lucky to have Ruth on our team, and look forward to her continued success!

10/31/2022

Happy Halloween from the HFO Team