Meet Our Team
Jordan Gibbs, CFP®, RFC
Investment Committee Advisor, Partner, Founder, President
Jordan Gibbs, CFP®, RFC
Investment Committee Advisor, Partner, Founder, President
Jordan Gibbs, CFP®, RFC
Investment Committee Advisor, Partner, Founder, President
Jordan Gibbs, CFP®, RFC
Investment Committee Advisor, Partner, Founder, President
Ryan Gibbs, CPA, CFP®
Investment Committee Advisor, Partner, Wealth Manager
Ryan Gibbs, CPA, CFP®
Investment Committee Advisor, Partner, Wealth Manager
Ryan Gibbs, CPA, CFP®
Investment Committee Advisor, Partner, Wealth Manager
Ryan Gibbs, CPA, CFP®
Investment Committee Advisor, Partner, Wealth Manager
Greg Davis, CEPA
Investment Committee Advisor, Partner, Exit Planning & Real Estate
Greg Davis, CEPA
Investment Committee Advisor, Partner, Exit Planning & Real Estate
Greg Davis, CEPA
Investment Committee Advisor, Partner, Exit Planning & Real Estate
Greg Davis, CEPA
Investment Committee Advisor, Partner, Exit Planning & Real Estate
Daniel Shainberg, MBA
Investment Committee Advisor, Partner, CIO
Daniel Shainberg, MBA
Investment Committee Advisor, Partner, CIO
Daniel Shainberg, MBA
Investment Committee Advisor, Partner, CIO
Daniel Shainberg, MBA
Investment Committee Advisor, Partner, CIO
Jason Campbell, CFA, CAIA
Investment Committee Advisor
Jason Campbell, CFA, CAIA
Investment Committee Advisor
Jason Campbell, CFA, CAIA
Investment Committee Advisor
Jason Campbell, CFA, CAIA
Investment Committee Advisor
Dan Haslam
Investment Committee Advisor
Dan Haslam
Investment Committee Advisor
Dan Haslam
Investment Committee Advisor
Dan Haslam
Investment Committee Advisor
Katherine Hornbeck
Investment Committee Advisor, Director of Operations
Katherine Hornbeck
Investment Committee Advisor, Director of Operations
Katherine Hornbeck
Investment Committee Advisor, Director of Operations
Katherine Hornbeck
Investment Committee Advisor, Director of Operations
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© 2025 Heritage Wealth Management, Inc . All rights reserved.
Quick Links
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© 2025 Heritage Wealth Management, Inc . All rights reserved.
Quick Links
Contact
© 2025 Heritage Wealth Management, Inc . All rights reserved.
Quick Links
Contact
© 2025 Heritage Wealth Management, Inc . All rights reserved.