As President and Wealth Advisor for Heritage Wealth Management Group, Zach works directly with families to help them develop, clarify, and achieve their financial goals. He is a firm believer…
A resident of the Ghent area of Norfolk, Virginia, Mark is a husband to Margie, our Client Services Director, and the father of four. A graduate of Virginia Tech with…
A native of Portsmouth, VA, Michael attended Old Dominion College, studying music education before enlisting in the US Army. While stationed at Ft. Monroe and a member of the Continental…
Steve joined Heritage Wealth Management Group after a successful career in business as an entrepreneur and accountant. Joining the company in 2019 as VP of Finance, he also helps direct…
Margie is the Director of Client Services at Heritage Wealth Management Group, working diligently to ensure that our firm’s clients receive a level of service second to none. On standby…