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Our Team

For more than 35 years, Heritage Wealth Managers has been helping families and individuals pursue their lifestyle goals. These are the people that help make it happen.

Get To Know Us

Our team is here to provide exceptional service, financial planning, and portfolio management for our clients.

John-Czajkowski-CFP®

John Czajkowski

President, CFP®

Deb Czajkowski

Chief Operating Officer

sheri-melendrez-client-care-specialist

Sheri Melendrez

Client Care Specialist

Deb Czajkowski

Chief Operating Officer

John-Czajkowski-CFP®

John Czajkowski

President, CFP®

sheri-melendrez-client-care-specialist

Sheri Melendrez

Client Care Specialist

What Does Your
DREAM LIFESTYLE
Look Like?

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