Heritage Wealth Management Director of Operations
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Katherine Hornbeck

Kate serves as the Director of Operations at Heritage. She is responsible for all aspects of client services, for all new, existing, and prospective clients.


Prior to joining the Heritage team in 2016, Kate served as a Trust Department Investment Management Specialist and Private Client Services Associate for 12 years, servicing high net worth individuals and entities for TD Wealth Private Client Group in Massachusetts.


Kate attended the University of Massachusetts and received her AA in Business Administration from Berkshire Community College.

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Call (858) 613-9191 for a free consultation.

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(858) 613-9191

contact@hwmi.com

11440 W. Bernardo Ct.

Suite 390

San Diego, CA 92127

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Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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