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.

Meet the Leadership

Ferron Campbell
Co-Founder, President

Michael Goodman
Co-Founder, Executive Chair

Ryan O’Connor
VP Operations

Salomon Elbaz Fin. Pl., CIM®, TEP
Head of Legacy Planning

Cindy Lavoie
VP, Client Relations

Trevor Parry M.A LL.B LL.M (Tax) CLU TEP
National Lead – Tax

Joseph Bakish CFA, CLU, CHS, TEP, FCSI®, BSc
National Lead – Portfolio Manager

Dan Derhy LL.B., D.D.N., TEP
National Lead – Estate Planning

Bernie Ersoy
National Lead – Strategic Financing

Dan Alper
Vice President of Digital Operations

Heritage MD Leadership

Ferron CampbellCo-Founder, President

Michael GoodmanCo-Founder, Executive Chair

Ryan O’ConnorVP Operations

Salomon Elbaz Fin. Pl., CIM®, TEPHead of Legacy Planning

Cindy LavoieVP, Client Relations

Trevor Parry M.A LL.B LL.M (Tax) CLU TEPNational Lead – Tax

Joseph Bakish CFA, CLU, CHS, TEP, FCSI®, BScNational Lead – Portfolio Manager

Dan Derhy LL.B., D.D.N., TEPNational Lead – Estate Planning

Bernie Ersoy National Lead – Strategic Financing

Dan Alper Vice President of Digital Operations