Heritage MD Leadership
Just as the Healthcare community upholds stringent standards of excellence in patient care, we are firmly committed to raising the bar in wealth advisory, establishing our very own mark of excellence.
Ferron Campbell
Co-Founder, President
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Michael Goodman
Co-Founder, Executive Chair
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Ryan O'Connor
VP Operations
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Salomon Elbaz
Fin. Pl., CIM®, TEP
Head of Legacy Planning
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Arash Rabie
CFP, CIM, CIWM, MFA-P, MTI®, TEP
Director, Legacy Planning
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Joseph Bakish
CFA, CLU, CHS, TEP, FCSI®, BSc
National Lead - Portfolio Management - Heritage Family Wealth
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Trevor Parry
M.A LL.B LL.M (Tax) CLU TEP
National Lead - Tax Planning
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Dan Derhy
LL.B., D.D.N., TEP
National Lead - Trust & Estate Planning
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Bernie Ersoy
National Lead - Strategic Financing
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Dan Alper
VP Digital Operations
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Cindy Lavoie
VP Client Relations
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