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Click on our names or scroll down to view our profiles:
Russell K. Bell, ChFC
Russell has specialized in retirement and estate planning for over 20 years.
He holds a degree in Business from the University of Central England, Birmingham, England. He earned a Chartered Financial Consultant designation from the AmericanCollege in Bryan Mawr, Pennsylvania and his Investment Management Certificate from the Institute of Investment Management and Research in London, England.
Industry regulations include, but are not limited to, FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Registration), FINRA Series 24 (General Securities Principal) and NASAA Series 65 (Uniform Investment Advisors Law).
Russell lives in Glastonbury, Connecticut where he enjoys most outdoor activities and volunteers for the Glastonbury Crew Team.
Contact Russell at 860.659.8886 x288 or toll free at 1.866.RBELL11 (1.866.723.5511)
 Paula Fischer, ChFC
Paula is no stranger to the partners of Heritage Capital Advisors. During the early ‘90s, Paula earned her designation as a Chartered Financial Consultant (ChFC) through The American College after joining the original Heritage Financial Associates as a retirement planning specialist. As a result of her strong public relations skills coupled with her passion for sports, Paula was offered a once in a lifetime opportunity with the NHL to serve as Business Development Manager for the Hartford Whalers Hockey Club (now known as the Carolina Hurricanes) followed by another incredible offer to join the PGA TOUR as Director of Sales and Marketing for the Tournament Players Club (TPC) at River Highlands in Cromwell, CT. She has extensive real estate lending experience which she gained as Credit Manager for Gibraltar Savings & Loan out of Richmond, VA and is currently the founder of pfSolutions, LLC, a marketing/business consulting practice specializing in client development, mergers and acquisitions of middle market privately held companies and retirement strategies for successful business owners.
Paula graduated valedictorian of her high school class and magna cum laude from the University of Rhode Island with a degree in Psychology and Communication. Her commitment to the community has her serving as Board of Directors Member of the following organizations: the Middlesex County Chamber of Commerce, Cromwell High School Partners in Education (PIE) Program, The Children’s Home of Cromwell, and fueled by her passion for animal welfare, Our Companions Domestic Animal Sanctuary (www.ourcompanions.org.), a non-profit organization leading the movement to end the unnecessary euthanasia of pets in Connecticut.
Paula resides in West Hartford with her two adorable felines, Jim and Scooter. She enjoys oil painting, photography, hiking, biking, yoga, golf, movies, music and Caribbean travel.
Paula may be reached at 860.659.8886 x 223, toll free at 800.429.0158, at her West Hartford office at 860.233.6403.
 Wayne B. Huck, C.P.A.
Wayne works in Association with the Heritage Capital Advisors in addition to maintaining his own accounting practice. With 39 years experience in both public and private industry accounting, Wayne Huck simplifies the ever-changing tax laws for his clients. Wayne's current practice focuses on individuals, small businesses and professional groups with a fair amount of estate and gift tax planning and preparation. Wayne is a registered representative of Securities America, Inc.
He is constantly updating his tax library with ongoing tax research and Internet research services.He utilizes state of the art computer equipment and tax and accounting software for individuals, corporations, partnerships, estates and trusts.
He holds a Bachelor of Science degree in accounting from BryantCollege and a Master's Degree in business administration from the University of Hartford. He maintains professional affiliations with the Connecticut Estate and Tax Planning Council, Inc., Connecticut Society of Certified Public Accountants, the American Institute of Certified Public Accountants and has also served as past president of the Tax Executives Institute, Connecticut Chapter.
Wayne is a lifelong Connecticut resident. He is married and the father of three children. He enjoys tennis, golf and gardening.
Contact Wayne at 860.257.9226.
 Scott J. LeClaire, CFP® , ChFC
For over 19 years Scott has specialized in retirement investment and estate planning in both Connecticut and New York State.He is a founding member of Heritage Capital Advisors, LLC, and was responsible for establishing the Heritage Capital Advisors' New York State office in Canandaigua.Scott is a Registered Representative with Securities America, Inc., and is an Investment Advisor Representative with Securities America Advisors, Inc.
Scott's practice is defined by the lasting, positive relationships he has formed with his clients, to which he credits his attentiveness to individualized financial planning and a truly uncommon and persistent dedication to personal client service.Scott's experience and commitment to his clients help ensure that their financial and personal goals are met.
Scott holds a Bachelor of Science in Finance from St. Bonaventure University in Olean, New York. He has earned a Chartered Financial Consultant designation from the AmericanCollege in Bryn Mawr, Pennsylvania and his Certified Financial Planner designation from the Certified Financial Planner Board of Standards in Denver, Colorado.
His industry designations include FINRA Series 24 (General Securities Principal), FINRA Series 7 (General Securities Representative), FINRA Series 6 (Investment Company Products Representative), NASAA Series 63 (Uniform Securities Agent State Law examination), and NASAA Series 65 (Uniform Investment Advisor Law examination).
Scott lives in Glastonbury and enjoys vacationing on Canandaigua Lake.He and his wife, Noraleen, have three children: Spencer, Kamryn and Tennaly. He spends his spare time cycling, mountain biking, wake boarding and participating in marathon competitions. (SAI139958)
Contact Scott at 860.659.8886 x276 or toll free at 1.800.429.0158
 Richard R. McMahon, CFP®, ChFC, CFS
The son of a fourth-grade school teacher, Rick McMahon has come a long way from humble beginnings, and has brought a lot of satisfied clients with him along the way.
After graduating with a Bachelor of Science Degree in Management from Post College in 1981, Rick entered the financial services profession and never looked back. He received his Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania and the Certified Fund Specialist (CFS) designation from The Institute of Business and Finance in La Jolla, California. Mr. McMahon has also earned the designation of Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards in Denver, Colorado. These widely recognized and respected certifications bring together the cumulative efforts of Mr. McMahon's education, business experience and his commitment to excellence in his career. His professional licenses and registrations include, but are not limited to: FINRA Series 24 General Securities Principal, FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law Examination, NASAA Series 65 Uniform Investment Advisor Law examination.
One of the founding members of Heritage Capital Advisors, LLC, Rick has 25+ years experience helping clients create financial strategies to reduce taxes, increase their income, and achieve the freedom to spend their time doing what they enjoy most, instead of worrying about their wealth. He is a Registered Representative of Securities America, Inc., a registered broker/dealer; and a Financial Planner through Securities America Advisors.
In addition to advising Heritage clients, Rick is a guest lecturer at UConn's School of Business MBA program, as well as conducting retirement workshops for major corporations such as Pratt & Whitney and Hamilton Sundstrand. He is licensed to do business in over 20 states nationwide.
He is also a rabid Minnesota Twins fan. Other hobbies include reading and keeping in shape. He recently ran the New Haven 20k, The Greater Hartford Half Marathon, and has been known to bike 100 miles. Rick is the father of four children and makes his home in Marlborough, CT.
Contact Rick at 860.659.8886 x219 or toll free at 1.866.864.3434 .
Please click on the links below to view more information on the services that Rick offers:
Why Clients Hire Rick
Typical Client Profile
Sample Solutions for Clients
What To Expect When You Become a Client
Fee Schedule 2008
 Jay R. Tibball, ChFC, CLTC
Jay has been providing financial services to individuals throughout Connecticut for over 19 years. In addition to a core practice that focuses on investment and retirement planning, Jay specializes in long-term care planning for individuals and businesses.
His professional credentials include the Chartered Financial Consultant (ChFC) designation, which he received from The American College in Bryn Mawr, Pennsylvania in 1994. Additionally, he earned the Certified in Long Term Care (CLTC) designation from The Corporation for Long Term Care in Newton, Massachusetts in 2001.
His industry registrations include FINRA Series 24 (General Securities Principal), FINRA Series 7 (General Securities Representative), FINRA Series 6 (Investment Company Products Representative), NASAA Series 63 (Uniform Securities Agent State Law examination), and NASAA Series 65 (Uniform Investment Advisor Law examination).
He is a Registered Representative of Securities America, Inc. and an Investment Advisor Representative of Securities America Advisors, Inc.
Jay has two children, Mackenzie and Nolan and resides in Cromwell.
James E. Tyrrell, II, ChFC, CFP®
James is one of our Heritage advisors and a founding member of Heritage Capital Advisors, LLC. His advisory practice focuses on retirement and estate planning as well as philanthropic pursuits.
With over 20 years experience as an investment advisor, James is a consummate professional known for his competence and reliability. He approaches investment management with an eye toward consistency and discipline. He feels both are essential to protect against emotional and unpredictable market swings. James' money management philosophy reflects his firm belief in tax-efficient investment strategies. His primary goal is to minimize the toll of taxes and maximize financial gains. James endeavors to understand the entire picture via open dialogue with his clients, their tax accountants and/or attorneys. In his view, open conversations with these professionals coupled with advisory practices aimed at educating clients are the cornerstone of sound financial management.
He holds a Bachelor of Science in finance from Western New England College in Wilbraham, Massachusetts. He received his Chartered Financial Consultant designation from the American College in Bryn Mawr, Pennsylvania. He also holds a Certified Financial Planner designation from the Certified Financial Planner Board of Standards in Denver, Colorado. His industry registrations include FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Exam) and NASAA Series 65 (Uniform Investment Advisor Law Exam).
A Connecticut native, James and his wife, Dina, live in Bolton, CT with their children, John and Gabriella. James' role as a Director of the Bolton Land Trust reflects his keen interest in the stewardship of the environment and a deep appreciation of the indigenous flora and fauna of New England. In his leisure time, James enjoys fly fishing, alpine skiing and triathlon competitions.
Contact James at 860.659.8886 x261 or toll free at 1.800.429.0182 .
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