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Geri L. DiBona

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 marketing duties.  She is also a Notary Public.

A valuable part of our practice since 2018, Geri came to us with an extensive 25 year customer service background, including time with the Walt Disney Company.  A strong foundational part of Geri’s life is her faith, and she is very active in her church community.  This involvement actually led to Geri joining Heritage Wealth Advisors, as she met Stephen when they served together on their church prayer team.  

Geri enjoys living an active lifestyle with her husband and teenage son.  She loves spending time outdoors, stand-up paddle boarding, strength training and country line dancing.  Indoors, she relaxes by spending her time cooking and experimenting with healthy recipes, reading and sharing music with her family.