Heritage Wealth Management Office Coordinator

Jesse Gonzales

Jesse is the Office Coordinator at Heritage Wealth Management.


She is the first smiling face you see as you enter the office and has frequent contact with clients for service-related needs, client events and scheduling of review meetings.


Before Heritage, Jesse worked in the luxury hospitality industry as personal & executive assistants to C-Suite level professionals.  She takes pride in her attention to detail and strives to create special relationships with our clients through her warmth and care.


Jesse has a Bachelor’s Degree in Architecture from the University of San Diego. 

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