Broker Check

Team

At Heritage Investment Partners, LLP, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Richard Miskewitz, CPA

Founding Managing Partner

(973) 635-9500 x203

rich@lpl.com

Rich attended Saint John’s University, New York where he earned a Bachelor of Science degree in Accounting. In 1988 he became a Certified Public Accountant. He began his career at Price Waterhouse as a staff accountant. His career path...
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William C. Calvert

Founding Managing Partner

(973) 635-9500 x204

william.calvert@lpl.com

Asset management and investment strategy are Bill’s primary areas of expertise. Utilizing a wide range for investment research and risk aware models he develops and manages personalized portfolios for our clients. Risk aware models...
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Ryan P. Woodring, CFP®, CRPC®, CDFA™

Managing Partner

(973) 635-9500 x207

ryan.woodring@lpl.com

Financial Planning is Ryan’s area of expertise. Through the planning process, Ryan has a keen ability to take a complex set of variables and turn them into valuable and practical advice. His passion is connecting the dots to help...
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Mary L. Morse

Principal

(973) 635-9500 x209

mary.morse@lpl.com

Mary L. Morse graduated from California State University, Hayward in 1979 with a degree in Psychology. Shortly thereafter she moved to Brazil. While living in Brazil she studied Portuguese, and worked for a U.S. based mining company....
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Derrick Clark

Principal

(973) 635-9500 x208

derrick.clark@lpl.com

Derrick is dedicated to helping individuals meet their financial needs by developing investment strategies that center on their long term goals and risk tolerance. His experience as a financial advisor has included working through...
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Allan R. Jones, CWA®

Principal

(973) 635-9500 x210

allan.jones@lpl.com

Allan focuses on helping his clients to prioritize their financial goals and to develop, implement, and monitor strategies in an effort to achieve them. He offers comprehensive advice with a high level of customer service. Alan is a...
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Edward F. Doyle, CFP®

Principal

(973) 635-9500 x212

edward.doyle@lpl.com

Ed serves an extremely diverse clientele ranging from Florida “snowbirds”, to young working couples, affluent families, and international performing artists. He has been in the financial services industry since 1979. Ed is a graduate...
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Donna Ardente

Office Manager

(973) 635-9500 x201

donna.ardente@lpl.com

Donna attended Katherine Gibbs school and graduated with her business degree in 1993. She began her career as an administrative professional supporting a corporate sales group. Her career path lead her to Datatec Systems, Inc. first as...
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Ashley Stracco

Administrative Assistant

(973) 635-9500 x211

ashley.stracco@lpl.com

Ashley has several years of experience related to client services. She understands the importance of working in a team environment to achieve results and overall customer satisfaction. As Administrative Assistant for Heritage, Ashley...
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