Team We celebrated 25 years in business in 2017 Our team holds some of the highest industry designations, including being MBAs, CFP® professionals, and Chartered Retirement Planning Counselors. This allows us to serve our clients with a high level of professionalism and knowledge. Doug Gjerde, MBA, CFP® Partner and Financial Advisor (920) 435-8436 (920) 430-3075 Doug@Heritage-fin.com Jeremy T. Weller, CRPC® Partner and Financial Advisor (920) 435-8436 (920) 430-3075 Jeremy@Heritage-Fin.com Chris Schuler, MBA Partner and Financial Advisor (920) 435-8436 (920) 430-3075 Chris@Heritage-Fin.com Stephanie Lee Client Service Associate Stephanie@HeritageFinancialLLC.com Deanna C. Roeger Registered Administrative Assistant (920) 435-8436 (920) 430-3075 Deanna@HeritageFinancialLLC.com Laura DeGreef Client Service Associate Laura@Heritage-Fin.com Have a Question? Name Email Question Thank you! Oops!