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

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...

William C. Calvert

Founding Managing Partner

(973) 635-9500 x204

william.calvert@lpl.com

Bill attended Susquehanna University in Selinsgrove, PA where he earned a Bachelor of Arts degree in Political Science in 1987. He started his career with Merrill Lynch’s Private Client Group in 1994. He earned the title of...

Ryan P. Woodring, CFP®, CRPC®, CDFA™

Managing Partner

(973) 635-9500 x207

ryan.woodring@lpl.com

Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and...

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....

Allan R. Jones

Principal

(973) 635-9500 x210

allan.jones@lpl.com

Alan is a graduate of Villanova University with a Bachelors degree in Accounting. He has a CPA background in auditing and corporate finance.He began his investment career by joining Merrill Lynch’s Private Client Group in 1999...

Edward F. Doyle, CFP®

Principal

(973) 635-9500 x212

edward.doyle@lpl.com

Ed is a graduate of Fairleigh Dickinson University where he received his B.A. in Business Marketing. Following brief periods with Exxon and Buckeye Petroleum, he joined the investment firm Paine Webber. Ed continued his studies...

Derrick Clark

Principal

973-635-9500

973-635-9510

derrick.s.clark@lpl.com

Derrick graduated Iona University in New Rochelle, NY in 1994 with a degree in Finance. He started his career with Merrill Lynch’s Private Client Group in 1995 as a Financial Consultant. Derrick continued his career working as a...

Donna Ardente

Operations 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...