Meet Our Experienced Team of CFP® Professionals

When you choose Heritage Financial Counselors for your financial planning needs, you benefit from working directly with a team of CERTIFIED FINANCIAL PLANNER™ professionals. We prefer multi-advisor brainstorming and collaboration in order to understand, analyze, educate and communicate. This creates shared responsibility within our practice and provides you with a broader working relationship.

The Heritage Financial Counselors Team

Charles P. Weidman, CFP<sup>®</sup>, MBA

Charles P. Weidman, CFP®, MBA

Managing Partner and Financial Counselor

Charlie spent the first 20 years of his professional career on Wall Street, managing various securities finance businesses. His clients included pension plans, endowment funds and hedge funds, and he managed teams in Chicago, New York, London and Hong Kong. During this time, Charlie had the opportunity to work with a lot of great people.

In the years following 9/11, Charlie felt a calling to serve folks on Main Street rather than Wall Street. Since 2005, he has been a CERTIFIED FINANCIAL PLANNER™ professional, serving his clients as their personal Chief Financial Officer. He has been fortunate to be recognized as a Five Star Wealth Manager for three consecutive years (2014, 2015 and 2016), a distinction awarded to less than 4% of wealth managers in the state of New Jersey.*

Many of Charlie’s client relationships are multigenerational. He often begins working with clients as they are approaching retirement, and then the relationship expands to address issues related to aging parents and/or adult children early in their professional careers. He finds it easy to relate to the life transitions that require his counsel, as he has personally experienced a major career transition, watched his father suffer from Alzheimer’s, and helped his wife love and care for her aging parents.

Charlie received an MBA in Finance from DePaul University – Charles H. Kellstadt Graduate School of Business. He has been married for more than 30 years and together with his wife raised three beautiful daughters.

Professional Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • FINRA Series 7 (General Securities Representative Examination)
  • FINRA Series 63 (Uniform Securities Agent State Law Examination)
  • FINRA Series 65 (Uniform Investment Adviser Law Examination)
  • Life, Disability Income and Long-Term Care insurance licensed in New Jersey

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.

Nancy W. Mulvey, CFP<sup>®</sup>, MBA

Nancy W. Mulvey, CFP®, MBA

Director of Financial Planning

Nancy specializes in creating and analyzing financial plans, including retirement cash flow projections, Social Security maximization, tax efficiency, risk management, asset titling, beneficiary designation review and investment asset allocation. She also helps ensure client understanding of our analysis and client access of our wealth management website.

Nancy is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a BA in Economics from the College of William and Mary in Virginia and a Certificate of Completion in Financial Planning from Fairleigh Dickinson University, Petrocelli College of Continuing Studies. Nancy’s earlier career experience includes working for EF Hutton and Merrill Lynch in fixed income research, specializing primarily in convertible securities analysis.

Active in her extended community, Nancy has served on the Miss Porter’s School Board of Trustees in Farmington, CT. She is also a past President of the Alumnae Association of Miss Porter’s School. Closer to home, she serves on the finance committee at First United Methodist Church in Westfield, NJ, and volunteers as a member of the Westfield Service League.

Nancy resides in Westfield, NJ, and enjoys spending time with her husband and three grown children.

Professional Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • FINRA Series 7 (General Securities Representative Examination)
Metro J. Duda, Jr., CFP<sup>®</sup>

Metro J. Duda, Jr., CFP®

Financial Counselor

Metro has worked in the financial services industry for 30 years. He specializes in transition planning for closely held family businesses and legacy life planning. Metro is a financial counselor who truly cares about his clients and helps guide them through life’s transitions.

Metro is a graduate of William Paterson University in New Jersey, earning a BA in Accounting with a minor in business. While attending the university, Metro played football for four years, and he remains active in the alumni association.
Metro is a lifelong resident of New Jersey, growing up in Garfield. He currently resides in Randolph with his wife, Andrea, and their two children, Alexis and Matthew.

Metro gives generously of his time and energy to community service. He is a member of Liquid Church in Morristown and has coached numerous youth sports teams in Randolph.

Professional Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Chartered Financial Consultant® (ChFC®)
  • Certified Life Underwriter® (CLU®)
  • FINRA Series 7 (General Securities Representative Examination)
  • FINRA Series 65 (Uniform Investment Adviser Law Examination)
  • Life, Disability Income and Long-Term Care insurance licensed in New Jersey
Colleen F. Echausse

Colleen F. Echausse

Financial Planning Assistant

Colleen joined the professional team at Heritage Financial Counselors in November 2016. She assists the Financial Counselors and Director of Financial Planning with client financial plan preparation, research and follow-up.

Colleen received a Master of Business Administration (MBA) from Fordham University, Gabelli School of Business. She also holds a BA in Finance from Villanova University. Colleen is currently enrolled in the Certified Financial PlannerTM education program at The American College of Financial Services.

Colleen’s previous career experience includes various roles in mutual fund valuation and accounting with TIAA-CREF and global custody at JP Morgan Chase.

Active in her community, Colleen has served on the Board of Trustees of the Westfield United Fund, the PTO Board and the Junior League of Elizabeth-Plainfield NJ. She is also involved in a number of community service activities at Holy Trinity Catholic Church in Westfield, NJ.

Colleen resides in Westfield, NJ, and enjoys spending time with her husband and their four children.