MEET OUR TEAM
Anthony J. Rossetti, CFP®
President, Founding Member
arossetti@heritage-advisors.com
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...
John Kelly
Vice President, Founding Member
407-702-6783
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...
Vicki Dooling
Administration
Amber Sherman
Office Administrator
407-702-6783
Born and raised in Texas, Amber is a graduate from The University of Texas with a B.A. in Sociology. She has a background in Residential Management and Human Resources. She relocated to Florida in 2022 and joined the Heritage team as...