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
William C. Calvert
Founding Managing Partner
Ryan P. Woodring, CFP®, CRPC®, CDFA™
Managing Partner
Mary L. Morse
Principal
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
Edward F. Doyle, CFP®
Principal
Derrick Clark
Principal
973-635-9510
Donna Ardente
Operations Manager
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...