| Name | 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 |