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.

Frederick R. MacLean, Jr.
CFA, MBA, CFP®
President and Partner

Timothy G. Slattery
PhD
Chief Investment Officer and Partner

S. Hardy Taylor
CIMA, MBA, CIMC
Vice President/Chief Compliance Officer and Partner

R. Ian McCarver
Controller and Partner

Tracy McCarver
Director of Trading and Operations and Partner

David K. Teas
CFA, CFP®
Wealth Manager and Partner

Joseph A. Gitto, Jr.
CEPA, CFP®
Director of Business Development

Nicklaus B. Mattingly
CFP®
Wealth Manager

Craig C. Chuang
CFA, CFP®
Wealth Manager

Stacy L. Bliss
Wealth Manager

Darryl L. Hinkle
CPA, CFP®
Wealth Manager

Erik Johnson
Wealth Manager

Jeff Realejo
CFP®
Wealth Manager

Freddy MacLean
Associate Wealth Manager

Melissa F. Garcia
CFP®
Trading and Operations Associate

Michelle Chin
Operations Associate

Veronica Plancarte
Operations Associate

Ely Rosario
Operations Associate

Kathleen McCarthy
Operations Associate
