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MEET OUR WEALTH STRATEGIES TEAM

Our trusted team can provide you with a tailored plan.

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Find a banker near you.

Please contact a banker directly to make an appointment, or use our online form.
If you need further assistance, feel free to contact us.
Lance Allen
Lance Allen
Wealth Manager
Wealth Strategies Advisor

Mukilteo
Heritage Wealth Strategies
Office 425.787.5577
Email

Lynnette Corwin
Lennette Corwin
Wealth Manager
Wealth Strategies Advisor

Bellingham
Heritage Wealth Strategies
Office 360.527.4979
Email

Angela Davis
Angela Davis
Registered Representative
Wealth Strategies
Operations Manager

Portland
Heritage Wealth Strategies
Office 503.306.5383
Email

Susan DeRenzo
Susan DeRenzo, CFP®
Wealth Manager
Wealth Strategies Advisor

Vancouver
Heritage Wealth Strategies
Office 360.992.6249
Email

Aaron Hare
Aaron Hare
Wealth Manager
Wealth Strategies Advisor

Allenmore
Heritage Wealth Strategies
Office 253.671.4439
Email

Greg Holmes
Greg Holmes, CFA®
Wealth Manager
Wealth Strategies Advisor

Seattle
Heritage Wealth Strategies
Office 206.204.4056
Email

Gina Jacobson
Gina Jacobson
Registered Representative
Wealth Strategies
Sales Associate

Portland
Heritage Wealth Strategies
Office 503.306.5401
Email

Erik Naslund
Erik Naslund
Wealth Manager
Wealth Strategies Advisor

Olympia
Heritage Wealth Strategies
Office 360.570.9862
Email

Kimberly Superneau
Kimberly Superneau
Program Manager
Wealth Strategies Advisor

Portland
Heritage Wealth Strategies
Office 503.306.5382
Email

 
 
 
 
 

Check the background of our investment professionals on FINRA's BrokerCheck.

Heritage Wealth Strategies: 1000 SW Broadway, Suite 2170, Portland, OR 97205 – 888.360.0052.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Advisory services may only be offered by Investment Adviser Representatives. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not a deposit; Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy and other Important Information.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on this site. Visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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