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.

Charles P. Weidman

Charles P. Weidman, CFP®, MBA

Managing Partner and Financial Counselor Read Biography
Nancy W. Mulvey

Nancy W. Mulvey, CFP®

Director of Financial Planning Read Biography
Colleen F. Echausse

Colleen F. Echausse, CFP®, MBA

Director of Client Services Read Biography
Jessica Perkins

Jessica L. Perkins, CFP®, CIMA®

Director of Next Gen Planning Read Biography