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Anthony J. Rossetti, CFP®

President, Founding Member

407-702-6655 ext102

Penn State University, B.S. FinanceCollege of Financial Planning - Financial Planning Curriculum - Principal of Heritage Financial Services, LLC - Active Member of the Financial Planning Association Prior Career Experience - Past...

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John Kelly

Vice President, Founding Member

407-702-6655 ext. 101


University of Central Florida, B.S. Business - Principal of Heritage Advisors Group, Inc. President/Owner of Financial Centers of America (Independent Marketing Organization in Insurance industry) Experience as a licensed agent in the...

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Vicki Dooling


407-702-6655 ext. 105

University of Kansas, B.A. Education Jacksonville University, M.A.T. Office Administration – Heritage Financial Services, LLC (since 2015)
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