Thomas J. Fanning, Sr.
James R. Fitzgerald
M. Claire O'Keefe
Chief Operating Officer and Chief Financial Officer
Jeremy A. Taubes
Vice President, Estate & Business Continuity
Raymond L. Penzi
Vice President, Estate & Business Continuity Planning
Thomas J. Fanning, Jr.
Christopher R. Halvey
Director, Insurance & Case Design
Diane Carnesi Giddens
Katherine A. Bachmann
Director, Client Development & Underwriting Coordinator
Director, Estate & Business Analysis
Robert S. Mathes
Heather Fanning Geyer
Executive Assistant to Thomas J. Fanning, Sr.
Ashley Fitzgerald Nesi
Executive Assistant to James R. Fitzgerald
Executive Assistant to Alexander Shapses
Client Services Associate
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINR/SIPC. Heritage Strategies LLC is independently owned and operated.