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Our Team

Heritage Wealth Managers is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners.

Our team is committed to giving you a superior client experience. 

Our Team

Geri L. DiBona

Executive Assistant

781-932-0303

geri.dibona@lpl.com

Geri DiBona assists Stephen and his practice in a variety of areas, including managing office activities, providing excellent client care, scheduling appointments, and handling bookkeeping and marketing duties. She is also a Notary...

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

(603) 471-0900

Matthew H. Eaton, CLU, ChFC, CFP®, has more than 30 years of financial planning and investment strategy experience. He assists our clients with estate and charitable planning, business succession planning, and executive benefits. 

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Andrew T. Doughty, CFP®, CIMA®

Financial Planner

(603) 471-0900

Andrew T. Doughty, CFP®, CIMA® bring more than 10 years of financial services industry experience to his role as Financial Planner.  He provides technical support and financial planning services to the firm.

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