Our Professionals
At Heritage we have assembled a complementary team of highly qualified professionals focused on the preservation and growth of our clients’ assets. We all share a love of family and the communities where we live, as well as a deep-rooted belief in the power of hard work and discipline over time. That’s how we’ve grown our business and how we continue to guide the wealth of our clients.
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Frederick R. MacLean, Jr.
CFA, MBA, CFP®
President and Partner
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Timothy G. Slattery
PhD
Chief Investment Officer and Partner
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S. Hardy Taylor
CIMA®, MBA, CIMC®
Vice President/Chief Compliance Officer and Partner
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R. Ian McCarver
Controller and Partner
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Tracy McCarver
Director of Trading and Operations and Partner
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David K. Teas
CFA, CFP®
Wealth Manager and Partner
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Stacy L. Bliss
Wealth Manager
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Joanne Cacossa
Receptionist/Administrative Assistant
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Michelle Chin
Operations Associate
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Craig C. Chuang
CFA, CFP®
Wealth Manager
![](https://heritageinvestment.com/wp-content/uploads/2019/11/melissa-garcia-headshot.jpg)
Melissa F. Garcia
CFP®
Trading and Operations Associate
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Cara M. Grassi
Operations Associate
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Darryl L. Hinkle
CPA, CFP®
Wealth Manager
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Erik Johnson
Wealth Manager
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Freddy MacLean
CFP®
Associate Wealth Manager
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Nicklaus B. Mattingly
CFP®
Wealth Manager
![](https://heritageinvestment.com/wp-content/uploads/2021/02/Kathy-Horizontal-Headshot.jpg)
Kathleen McCarthy
Operations Associate
![](https://heritageinvestment.com/wp-content/uploads/2015/05/veronica.jpg)
Veronica Plancarte
Trading and Operations Associate
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Jeff Realejo
CFP®
Wealth Manager
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