Meet Our Team

Heritage Wealth Management Partner, Founder, and President

Jordan Gibbs, CFP®, RFC

Partner, Founder, President

Heritage Wealth Management Partner and Wealth Manager

Ryan Gibbs, CPA, CFP®

Partner, Wealth Manager

Heritage Wealth Management Partner, Real Estate and Capital Markets

Greg Davis, CEPA

Partner, Exit Planning & Real Estate

Daniel Shainberg

Partner, CIO

Heritage Wealth Management Partner and CIO

Jason Campbell, CFA, CAIA

Investment Committee Advisor

Dan Haslam

Investment Committee Advisor

Heritage Wealth Management Director of Operations

Katherine Hornbeck

Director of Operations

Heritage Wealth Management Financial Advisor

David Andrews, CFP®, CIMA®

Financial Advisor

Heritage Wealth Management Associate Advisor

Michelle Harrison

Associate Advisor

Heritage Wealth Management Office Coordinator

Jesse Gonzales

Office Coordinator

Scroll to Top
Scroll to Top