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
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...
Matthew H. Eaton, CLU, ChFC, CFP®
Director of Case Development
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.
Andrew T. Doughty, CFP®, CIMA®
Financial Planner
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.