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, MBA

Partner, CIO

Heritage Wealth Management Director of Operations

Katherine Hornbeck

Director of Operations

Heritage Wealth Management Financial Advisor

David Andrews, CFP®, CIMA®

Wealth Manager

Heritage Wealth Management Associate Advisor

Michelle Hams, CFP®

Wealth Manager

Will Kirk

Wealth Manager

Heritage Wealth Management Office Coordinator

Jesse Gonzales

Office Manager

Jasmine Owens

Operations Associate

Oliver Hernandez

Financial Analyst – FP&A

Jason Hefter

Senior Investment Analyst

Micah Trujillo

Micah Trujillo

Family Governance Specialist

Heritage Wealth Management Partner and CIO

Jason Campbell, CFA, CAIA

Investment Committee Advisor

Dan Haslam

Investment Committee Advisor

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