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Click on the first letter of the person's last name for contact information:
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Heather Blanchard
Heather has worked with Scott LeClaire's advisory team since 1999.
Heather's industry registrations include FINRA Series 6 (Investment Company & Variable Contracts Products Representative) and she is also a Notary Public.
Contact her at 860.659.8886 x221 or toll free at 1.800.429.0159.
Tammy Casale
Tammy is the new Director of Client Services for Scott LeClaire at Heritage Captial Advisors. She works closely with Scott and Heather to service and support their clients. Scott and the professional team at Heritage Captial Advisors provide value-added personalized service, one-on-one counseling, immediate client service response, and attention to detail.
Tammy has been in the financial service industry for over 27 years. She started as a customer service representative in the banking industry and worked for a Fortune 500 financial service company for 8 years. She spent the last 6 years as a significant contributor to a growing independant wealth management firm.
Tammy is a graduate of East Catholic High School and lives with her husband of 25 years in Marlborough, CT. She also has three daughters: Ashley, Amanda, and Allyson and a son Adam. She is the treasurer of RHAM Youth Football for which he son Adam is a part of. Tammy's passions are spending time with her grandaughter Casey, her horses, and supporting her children's sporting events.
Contact her at 860.659.8886 x274 or toll free at 1.800.429.0158.
Holly DellaVolpe
Holly has worked with Rick McMahon's advisory team since 1996.
She earned a Bachelor of Science in Business Administration with a major in human resource management from Central Connecticut State Univeristy.
Industry registrations include FINRA Series 6 (Investment Company & Variable Contracts Products Representative). She is also a Notary Public.
Contact her at 860.659.8886 x 219 or toll free at 1.866.864.3434.
Beth Drazak
Beth has worked with James Tyrrell's advisory team since 2000.
She holds her Bachelor of Science degree in Business Administration from Bryant College with a major in Management. To increase her knowledge of the industry and to assist Jim, Beth’s industry registrations include: FINRA Series 7 (General Securities Representative), the FINRA Series 6 (Investment Company & Variable Contracts Products Representative), NASAA Series 63 (Uniform Securities Agent State Law Examination), and NASAA Series 65 (Uniform Investment Advisor Law examination). Beth received the professional designation of Certified Fund Specialist from the Institute of Business and Finance in LaJolla, California. She is also a Notary Public.
Beth and her husband, Mark, live in Cromwell, CT with their children, Caitlyn and Michael.
Contact her at 860.659.8886 x 326 or toll free at 1.800.429.0182.
Margie Gallagher
Margie is an Assistant to Russell Bell.
She has an Associates Degree in Computer Administrative Assistant from ECPI College of Technology in Virginia Beach, VA. She served in the U.S. Navy for eight years which included two tours on two ships: USS Emory S. Land (AS-39) and USS Kearsarge (LHD-3). She has lived in five countries including the United States and has traveled to several cities in Europe and the Middle East.
Contact her at 860-659-8886 X292.
Sheila Kimball
Sheila is our office manager.
She holds a Bachelor of Science degree from the University of Connecticut School of Business, where she majored in marketing. She worked several years in the insurance industry prior to arriving at Heritage Capital Advisors, LLC.
Contact her at 860.659.8886 x 222 .
Joanna Plage
Joanna has worked with with Rick McMahon's advisory team since 1997.
She earned a Bachelor of Science degree in business administration with a major in marketing from the University of Connecticut.
Industry registrations include FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Examination), and NASAA Series 65 (Uniform Investment Advisor Law Examination). She is also a Notary Public.
Contact her at 860.659.8886 x 366 or toll free at 1.866.864.3434.
Mary Alice Rorke
Mary Alice has worked with James Tyrrell's advisory team since 2007. She holds a Bachelor of Arts in Communications from the University of New Hampshire.
Contact her at (860) 659-8886 X 256
Jeanne Woodcock
Jeanne joined Heritage Capital Advisors as an assistant to Russell Bell in February of 2007. She has a Bachelors of Arts degree in Economics from Brown University. She also completed a Personal Financial Planning Program of Study offered by Manchester Community College. Jeanne comes to us from the pension department of a large insurance company, where she worked for over 30 years.
Contact her at (860) 659-8886, X290
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