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Our Team

James D. Hoyt

James D. Hoyt CPWA®, CFS®

President
Keith Schaafsma

Keith Schaafsma MBA, CFP®

Vice President, Financial Advisor
Eric Souders

Eric Souders AWMA™, CSRIC®

Vice President, Financial Advisor
Jason Dittberner

Jason Dittberner AWMA™

Financial Advisor
Davis Hoyt

Davis Hoyt

Financial Advisor
Tamara Kinney

Tamara Kinney

Compliance Officer
Beth Macedo

Beth Macedo

RIA Operations Manager
Paula Garman

Paula Garman

Client Service Manager
Heather Mowl

Heather Mowl

Client Service Manager
Megan Reese

Megan Reese

Client Service Manager
Maggie Vescio

Maggie Vescio

Assistant Compliance Officer
Francisco Urquidez

Francisco Urquidez AIF®

Client Service Manager
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Securities offered through Gĕneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Heffernan Advisory, Inc. and Gĕneos Wealth Management Inc.

 

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Heffernan Advisory, Inc. Form ADV Part 2A
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