People

Name Email Company Title Industry Location Country
Jon Barnes jba****@coastalheritagebank.com coastalheritagebank.com Senior Vice President, Commercial Lender Weymouth, MA, US
Michael Wilcox mwi****@coastalheritagebank.com coastalheritagebank.com Vice President, Commercial Loan Officer Weymouth, MA, US
Shena Kelly ske***@coastalheritagebank.com coastalheritagebank.com Vice President - Commercial Lending Weymouth, MA, US
inf*@coastalheritagebank.com coastalheritagebank.com
Chad Smith cha*@heritagefinancialplanning.com heritagefinancialplanning.com Managing Director Coppell, TX, US
Edward Cohen edw***@heritagefinancialplanning.com heritagefinancialplanning.com President Port Washington, NY, US
Mary Sample Chastain mar*@heritagefinancialplanning.com heritagefinancialplanning.com Chief Compliance Officer Chattanooga, Tennessee, United States
John Hughes joh*@heritagefinancialplanning.com heritagefinancialplanning.com Owner United Kingdom
Daniel Kerr dan***@heritagefinancialplanning.com heritagefinancialplanning.com Owner North Manchester, IN, US
Jeff Berger jef*@heritagefinancialplanning.com heritagefinancialplanning.com Financial Advisor Cleveland, OH, US