Staff - Heritage Financial Consultants, LLC

Pam Balzanna

Customer Service Specialist

410-771-5672

pbalzanna@heritageconsultants.net

Michael Behrman

Client Relationship Manager to Andrew Horowitz

410-771-5680

Michael.Behrman@lfg.com

Linda Brennan

Office Facilitator and Assistant to Brian Gracie

410-771-5666

Linda.Brennan@LFG.com

Patricia Bryant

Insurance Specialist for Ken Rudzinski

302-529-1320

Patricia.Bryant@LFG.com

Daniel Carey

Senior Sales Consultant

410-771-5683

dcarey@heritageconsultants.net

Carol Comer

Special Projects Assistant

410-771-5682

Carol.Comer@LFG.com

Jane Davis

Director of Client Experience

410-771-5688

jdavis@heritageconsultants.net

Michael DeDea

Client Relationship Manager for Amy Brocious

410-771-5421

Michael.Dedea@LFG.com

Patrick DeDea

Chief Operating Officer

410-771-5424

Patrick.Dedea@LFG.com

Ross Eagles

Planner Assistant to Robert Ellrich and Robert Rubeor

410-771-5696

Ross.Eagles@LFG.com

Kara Eyler

Client Relationship Manager for John McCarthy

410-771-5691

Kara.Eyler@LFG.com

Jacob Fenlason

Client Relationship Manager for the office of Maller/McCarthy

410-771-5653

Jacob.Fenlason@lfg.com

Robert Fry

Director of Operations for the office of Brian Gracie

410-771-5673

Robert.Fry@LFG.com

Wendi Grable

Registered Assistant to Richard Grace & Evan Horn

410-771-5674

Wendi.Grable3@LFG.com

Keith R. Herbert

Office Manager

410-771-5665

Keith.Herbert@LFG.com

Jennifer Hudson

Planner Assistant to Harriet Doherty, CLU, CRPC

410-771-5423

Jennifer.Hudson@LFG.com

Shannon James

Planner Assistant to Stacey Spedden

410-771-5432

Shannon.James@LFG.com

Ginny Katch

Manager/Customer Service for William Spotts

410-771-5692

gkatch@heritageconsultants.net

Matthew Lance

Client Relationship Manager for Brian Horn

410-771-5401

Matthew.Lance@LFG.com

Kaela Lee

Client Relationship Manager for Kathy Armstrong

410-771-5654

Kaela.Lee@LFG.com

Lauren Lerch

Client Relationship Manager & Registered Assistant to Brent Fuchs

410-673-8361

Lauren.Lerch@LFG.com

Lee Levitas

Planner Assistant for the office of Maller/McCarthy

410-771-5407

Lee.Levitas@LFG.com

Anne (Nanci) McLaughlin

Planner Assistant to Gerard Viars

302-992-0600

Anne.McLaughlin@LFG.com

Andrew McLellan

Client Relationship Manager for John McCarthy

410-771-5669

Andrew.Mclellan@lfg.com

Doug Mistler

Planner Assistant to Christopher Portner, RP®

410-771-5427

Doug.Mistler@lfg.com

Rachel Nerenberg

Account Manager

410-771-5695

rnerenberg@heritageconsultants.net

Lynn Nucci

Client Relationship Manager for Maller/McCarthy

410-771-5679

Lynn.Nucci@LFG.com

Mark Rich

Client Relationship Manager for Thomas Spray-Fry

410-771-5403

Mark.Rich@LFG.com

Sharon Rowlett

Administrative Assistant to Brian Horn

410-771-5404

Sharon.Rowlett@LFG.com

Lori Rutkowski

Practice Manager Registered Assistant - Investments, Delaware office

302-529-1320

Lori.Rutkowski@LFG.com

Reed Salony

Insurance Specialist

410-771-5415

Reed.Salony@LFG.com

Pete Schlossenberg

Account Manager for William Spotts

410-771-5694

pschlossenberg@heritageconsultants.net

Andrew Shaffer

Client Relationship Manager for Thomas Spray-Fry

410-771-5676

Andrew.Shaffer@LFG.com

Bridget Sharp, RP

Planner Assistant to Stacey Spedden

410-771-5431

Bridget.Sharp@LFG.com

Jonathan Stimson

Planner Assistant

410-771-5412

Jonathan.Stimson@lfg.com

Stephanie Strappelli

Office Facilitator for Heritage Financial Consultants

410-785-0033

Stephanie.Strappelli@LFG.com

Diane Veroneau

Client Relationship Specialist for Ken Rudzinski

302-529-1320

Diane.Veroneau@LFG.com

Michelle Walsh

Registered Assistant to Ken Rudzinski

302-529-1320

Michelle.Garibian@lfg.com