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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Geoff Judge
Financial Security Advisor
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Cindy Lavoie
VP Client Relations
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Trevor Parry
M.A LL.B LL.M (Tax) CLU TEP
National Lead - Tax
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Joseph Bakish
CFA, CLU, CHS, TEP, FCSI®, BSc
National Lead - Portfolio Management Heritage Family Wealth
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Dan Derhy
LL.B., D.D.N., TEP
National Lead - Estate Planning
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Justin Varjas
Advisor to Early-Career Healthcare Professionals
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Bernie Ersoy
National Lead - Strategic Financing
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