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