President & Co-CIO
Mr. Gibbs is the President and Co- CIO of Heritage Wealth Management. He leads the company’s Investment Committee and drives critical investment decisions, and overall firm strategy.
Mr. Gibbs has been serving clients in the financial services industry for over 17 years. He enjoys helping his clients develop comprehensive retirement plans to reduce their taxes, manage their wealth and plan their estates. He is passionate about providing a holistic perspective to his clients to help them manage their entire net worth and not just their investments.
Mr. Gibbs has a Bachelor’s Degree in Finance from Brigham Young University and is a Certified Financial Planner™ and a Registered Financial Consultant™. He also holds the following licenses: FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63), Uniform Investment Adviser Representative (Series 65)
Wealth Manager & CCO
Mr. Gibbs is a partner, Certified Public Accountant and Wealth Manager at Heritage. He serves on the company Investment Committee and provides investment advice and financial planning guidance to clients.
Prior to working at Heritage, Mr. Gibbs worked for Halverson & Company, a CPA firm based in Encinitas, CA, where he prepared individual, partnership, and corporation tax returns, as well as helped form and dissolve a variety of company structures.
Mr. Gibbs graduated from Brigham Young University, earning his Bachelor’s degree in Accounting from the Marriott School of Management. He currently holds his Series 7 and 66 securities licenses.
Mr. Campbell is a Partner and Co-CIO at Heritage. He serves on the Investment Committee, and also sources and provides analysis on the firm’s overall investment strategy as well as private placement opportunities.
Prior to working at Heritage, Mr. Campbell worked at Commonwealth Financial Network, one of the largest broker dealers in the nation, where he worked as a Principal. In this role he reviewed and approved company-wide trades in private equity funds, hedge funds, real estate, mutual funds, and municipal securities. He also helped craft policies and procedures for the firm to abide by all SEC and FINRA regulations surrounding trade review. After Commonwealth, Jason became the Director of Research at Ariston Services Group, LLC, an RIA and family office, where he implemented strategies for investments in private equity, hedge funds, real estate and publicly traded companies.
Mr. Campbell received a B.S. in Business Management from the University of Redlands. He is CFA Charterholder and a CAIA Charterholder.
Partner – Real Estate and Capital Markets
Mr. Davis is a Partner at Heritage. He serves on the Investment Committee, and also oversees company growth initiatives, as well as strategy and analysis for direct Real Estate investments made by the firm.
Prior to joining Heritage, he served as Senior Vice President of Peak Capital Partners, a multi-billion dollar multi-family company, where he oversaw acquisitions, capital raising, and operations of multi-family assets in select U.S. markets. Prior to joining Peak, Mr. Davis was Vice President of Capital Markets and Investor Relations for Excel Trust, a publicly traded shopping center REIT (NYSE: EXL), where he led institutional fundraising efforts to fuel the company’s rapid growth. Following the sale of Excel Trust to Blackstone for approximately $2 billion, Mr. Davis continued to work within Blackstone’s shopping center platform, leading out on several NOI maximization and efficiency initiatives as the portfolio grew from $2B to $6B. Mr. Davis holds a B.S from Brigham Young University.
Director of Operations
Kate has frequent contact with clients in processing funds transfers, RMD's, rollovers, and related needs.
Kate has been providing personalized service to clients in the financial industry for over 16 years. Prior to joining the Heritage team, Kate learned the "ins and outs" of wealth management and financial planning by servicing high net worth individuals for TD Wealth Private Client Group.
At our firm, Kate ensures that all daily operations run smoothly. She is responsible for all aspects of client services, and prides herself on delivering the highest standard of service to all new, existing and prospective clients.
A proud "east coaster" and native of the Berkshires in Western Massachusetts, Kate relocated to San Diego in 2016 and joined the Heritage team. She is a true animal lover, and enjoys spending time with her family and her two dogs, Mae and Fella, as well as traveling, and exploring the beautiful beaches and scenic viewpoints of San Diego.
Jenna supports client review meetings and all aspects of financial planning and client service
Jenna is a graduate of the University of Wyoming where she studied Finance and Communications. During college, Jenna worked at a private wealth management company where she worked closely with the adviser to service clients.
Jenna is currently preparing to take the Series 65 exam to become a licensed Uniform Investment Adviser Representative. Her goal is to eventually become a Certified Financial Planner™. At Heritage, her current role is to assist the team in the servicing and financial planning processes.
Originally from Northeastern Colorado, Jenna moved to La Jolla shortly after graduating college. She enjoys playing tennis, hiking, and camping with her boyfriend. She is loving the change of scenery and walks down to the beach as often as possible.
Michelle supports client review meetings and all aspects of financial planning and client service.
Michelle is a graduate of San Diego State University where she studied International Business and Finance. She has been in the financial services industry for over 10 years, most recently managing a team of compliance analysts at LPL Financial. Michelle currently holds her Series 7, 66, and 24 securities licenses and is in the process of pursuing her CFP designation. At Heritage, her current role is to assist Jordan in the servicing and financial planning processes.
Michelle was born and raised in Japan on various US Military bases and her first language was Japanese. She moved to San Diego after graduating high school in 2007 to attend SDSU and hasn't left since! She enjoys traveling the world, discovering new cuisines, and snuggling with her dog, Ziggy.
David supports client review meetings and all aspects of financial planning and client service.
For nearly two decades David has been serving clients in the financial services industry.
Originally from the Pacific Northwest, David relocated to San Diego soon after graduating from the University of Oregon and has served in a number of leadership roles in both banks and credit unions. David also attended San Diego State University, completing the Executive Financial Planner program and later earning his CERTIFIED FINANCIAL PLANNER™ designation. He's currently preparing to take the Series 65 exam. At Heritage Wealth Management, David applies this experience in supporting all aspects of financial planning and client relations and strives to serve others in a way that has a lasting and meaningful impact on their lives.
David is happily married and he and his wife live in Carmel Mountain Ranch. Together they enjoy cooking, travelling, engaging in a variety of fitness pursuits and outdoor activities, and spending time with their large extended family.
Erica has frequent contact with clients for servicing-related needs and scheduling of review meetings.
Erica was born in Washington state and graduated from Washington State University in 2020. Erica loves working with people and strives to create special relationships in her service to clients through the high level of warmth and care she exhibits. Erica also prides herself on her teamwork, attention to detail and excellent organizational skills that she brings to her role.
Erica spent some of her college years studying in Europe and continues to enjoy traveling and exploring her new home in San Diego. In her free time Erica is often found visiting a local farmers market, sampling new restaurants and spending time with her adorable miniature dachshund.
Suraj analyzes data and manages the internal systems.
For over 9 years, Suraj has been serving clients in the financial services industry. Suraj started his career in financial services as an Analyst for J.P. Morgan. He has supported regions in Europe, Asia and the USA. He is passionate about always broadening his skills and applying Technical Analysis on Financial Markets. He is pursuing the Chartered Market Technician (CMT) and Certified Financial Planner (CFP) certifications.
Suraj has a Bachelor's Degree in Finance from Mumbai University, as well as a Master's degree in Business Administration Finance and Data Analytics.
Suraj moved to San Diego in 2017 to pursue his passion of Financial Markets. He enjoys hiking and playing cricket. He now considers himself a "San Diegan" and lives in Rancho Bernardo.