HWA in the News
James Elliott and David Marlin Pass Series 65 exam
Congratulations to our team members, James Elliott and David Marlin for passing their Series 65 exam! The exam, administered by the Financial Industry Regulatory Authority (FINRA), consists of 130 questions and covers various topics across the regulatory and portfolio management spectrum. James and David currently support our Chief Investment Officer, Mike Whittemore as part of the firm’s client portfolio management team. Join us in congratulating James and David!
Congratulations Melissa & Kara!
June 25, 2018
We are happy to announce that on Monday, June 25th Mel and her Fiancée Kara joyfully tied the knot. We wish the newlyweds a lifetime of love and happiness. Congratulations Melissa & Kara!
Jordan Heller recognized at this year’s Dress for Success Gala
On behalf of our whole team here at Heller Wealth Advisors, we would like to congratulate our very own Jordan Heller for being named one of the 20 honorees recognized at this year’s Dress for Success Northern New Jersey Gala. Jordan was joined by Don, Callie and Mel at the May 3rd Gala, celebrating DFSNNJ’s 20th anniversary of empowering lives and cultivating communities.
Mel Gerckens Earns CFP® Designation
April 27, 2018
We are proud to announce that Mel Gerckens has officially achieved the CERTIFIED FINANCIAL PLANNER™ designation, recognized as the highest standard in personal financialplanning. Mel has successfully fulfilled all necessary requirements of education, examination, experience and ethics affiliated with attaining the CFP® certification. Her accomplishment not only demonstrates hercommitment to the firm but more importantly her commitment and desire to provide our clients with exceptional knowledge and advice. We commend Mel on her accomplishment and look forward to her continued success as one of our CERTIFIED FINANCIAL PLANNER™professionals.
Annemarie Jablonski Joins HWA
April 2, 2018
We are pleased to introduce the newest member of the Heller Wealth Advisors team, Annemarie Jablonski. Annemarie has joined the administrative support team as an Operations Associate and will be working alongside Scott and Marissa. Her primary responsibilities include providing a high level of client service, account administration, processing new & existing account paperwork, money transfers, and acting as the primary liaison with our custodians. Annemarie brings 3 years of experience in the finance industry making her a perfect fit with our ever-growing firm.
Please join us in welcoming Annemarie to the team!
Mel Gerckens passes CFP® Examination
We are proud to announce that on Friday, March 23rd Mel Gerckens successfully passed the CERTIFIED FINANCIAL PLANNER™ examination. The CFP® designation is awarded to prestigious individuals who have completed a minimum experience requirement and have undergone rigorous educational requirements surrounding key areas of the Financial Planning process. We congratulate Mel on her achievement and commend her for all of her hard work and dedication to the Financial Planning team here at HWA.
David Marlin & James Elliott Join HWA
March 12, 2018
Please join us in welcoming the newest members of the Heller Wealth Advisors family, David Marlin & James Elliott. With the recent departure of Mark Andraos, David and James are working alongside Mike Whittemore on the firm’s investment team as our new Investment Support Associates. We are dedicated to providing the highest quality of service for our clients as the firm continues to grow.
Marissa Salese Joins HWA
February 5, 2018
We are pleased to introduce the newest member of the Heller Wealth Advisors team, Marissa Salese, who has joined the administrative support team as an Operations Associate. In addition to providing administrative support to Jordan, Marissa will be a key contact between clients as she takes over the firm’s scheduling. She will also work alongside Scott updating and enhancing our client service software and will take over the firm’s marketing efforts.
Please join us in welcoming Marissa to the team!
2018 Five Star Wealth Manager Award
Please join us in congratulating our very own Jordan Heller for being named a 2018 Five Star Wealth Manager! We are so proud of his continuous dedication, enthusiasm and hard work! Heller Wealth Advisors looks forward to another great year of helping to build and protect our clients’ wealth.
Callie Renner Earns CFP® Certification
We are delighted to announce that Callie Renner, having satisfied the requirements set forth by the CFP® Board, has now officially earned her CFP® certification. The CFP® designation requires applicants to successfully complete a CFP® Board-approved financial planning education program, pass a rigorous examination covering the key areas of financial planning, and obtain three years of qualifying work experience relating to financial planning. The CFP® designation has long been recognized as the gold standard of certifications in the financial planning industry. We congratulate Callie on her achievement and look forward to working with her in her new capacity as she continues to grow in the profession.
Don Hertling Presentation
September 15, 2017
On September 15th 2017 Don Hertling gave a presentation on Personal Financial Planning at the 2017 Vornado Realty Trust Finance and Administration, Managers’ & Supervisors’ Retreat. Don presented on a number of financial planning topics including estate planning, insurance planning, and retirement planning.
Heather Ronayne Joins HWA
July 20, 2017
Introducing the newest member of the Heller Wealth Advisors family, Heather M. Ronayne has joined the administrative support team as an Operations Associate. In addition to providing administrative support to Jordan, Heather will be working alongside Mel and Scott as they continuously update and enhance our client service software. Prior to joining Heller Wealth Advisors, Heather worked alongside our CIO Mike Whittemore for 10 years and is proving to be a wonderful fit within the firm. Heather has over 12 years of experience in the finance industry which we look forward to integrating with the current Operations team dynamic.
Callie Renner passes CFP® Examination
July 18, 2017
We are pleased to announce that Callie Renner has successfully passed the CERTIFIED FINANCIAL PLANNER™ examination. The CFP® certification is a highly prestigious credential for financial planners. The exam covers an array of topics including the financial planning process, investments, insurance, tax planning, retirement planning and estate planning. Callie is now working towards fulfilling the experience requirement of the CFP® designation.
Don Hertling Promoted to President
May 25, 2017
We are proud to announce that Don Hertling has been named President of Heller Wealth Advisors. Don has played a leadership role in our firm from its roots 16 years ago. This is a well-deserved promotion and will allow Don to continue leading the Financial Planning team while also working with everyone to bring our service model to a higher level, which is our primary goal.
Michael Whittemore Joins HWA
April 27, 2017
In our continuous effort to upgrade our capabilities to better serve our clients, we are proud to announce the addition of Michael Whittemore to the Heller Wealth Advisors team. Michael Whittemore has joined Heller Wealth Advisors as Chief Investment Officer. Mike joins us from US Trust, he is a CFA® charterholder and has 17 years of industry experience. We have known and worked with Mike in previous capacities over the years, making for a smooth and effective onboarding process. Our investment department now includes Mike, Scott Drown, Mark Andraos and Jordan Heller. In 2016, we also put in place a substantial investment advisory board that includes Ajay Shroff, Anupam Ghose and Adam Geiger. All of the individuals on our investment advisory board are long time veterans in the portfolio management arena with impressive levels of experience.
New Addition to Heller Wealth Advisors Family:
We are pleased to announce that on December 1st at 12:32pm Francesca was blessed with the birth of her daughter, Marcella Lucia Aloi, weighing 8.7 lbs, and measuring 19.5 inches. We could not be more excited for the wonderful new addition to the HWA family!
Callie Renner Joins HWA
June 14, 2016
We are very happy to introduce the newest member of our firm, Callie Renner. Callie joins Heller as a Financial Planning Associate and will be assisting Don Hertling with all of your financial planning analyses. Callie was formerly an Economic Research Associate with a New Jersey based Registered Investment Advisory Firm. She is a graduate of Mount Holyoke College and earned a B.A. in Economics with a minor in Global Business. Callie will be working towards her CFP® certification with a goal of passing the exam in 2017. We welcome Callie to the Heller Wealth Advisors family and look forward to you meeting her in the near future.
Mark Andraos passes level 1 of the Chartered Financial Analyst (CFA®®) program
February 9, 2016
We are pleased to announce the Mark Andraos has successfully completed Level 1 of the Chartered Financial Analyst (CFA®) program. The CFA® program is a three part curriculum that shows a mastery of a broad range of practical portfolio management and advanced analysis skills. The curriculum covers ethics, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, portfolio management, and wealth planning. We wish Mark the best of luck when he moves on to the second level.
Scott Drown passes level 2 of the Chartered Alternative Investment Analyst (CAIA®) program
November 20, 2015
Scott Drown has passed level 2 of the Chartered Alternative Investment Analyst exam and has earned the right to use the CAIA designation. The CAIA designation is offered to investment professionals who successfully complete a rigorous course of study and pass two examinations. Those who obtain certification show advanced knowledge in areas including alternative investments, hedge funds, real estate, commodities, private equity, and various derivatives.
Heller Wealth Advisors Contributes to the American Heart Association
September 27, 2015
Heller Wealth Advisors was a proud contributor to the Shoreline NJ Heart Walk. We sponsored the team T’s Ticker’s which is led by Don Hertling’s wife Tara. Tara was diagnosed with HELLP syndrome and peripartum cardiomyopathy after the birth of her son Ryan. She has been an active supporter of the American Heart Association for three years and we are very proud to sponsor her team.
Heller Wealth Advisors Sponsors the Redwoods Annual Charity Golf Outing
September 14, 2015
Heller Wealth Advisors was a proud sponsor of the 14th annual Redwoods Charity Golf Outing in support of the Chi Chi’s Foundation. The Chi Chi’s foundation is a charity that supports families in the Morris County area who have a child undergoing pediatric cancer treatment. Don Hertling and Scott Drown (pictured below) participated in the event. It was a great time for an even better cause.
Jordan Heller receives Honorary Doctorate Degree from NY College of Podiatric Medicine
May 28, 2015
The New York College of Podiatric Medicine has bestowed on Jordan Heller an Honorary Doctorate Degree at its recent commencement ceremony. Jordan has volunteered his time serving on the board of this prestigious medical school for a couple years. Jordan received the degree in front of his family and friends.
Heller Wealth Advisors is a Bronze Sponsor for the Annual Morris County Dress for Success Gala
April 23, 2015
Dress for Success Morris County recently hosted its ninth annual Transforming Lives Gala at the Crystal Plaza in Livingston. The event is designed to raise funds and awareness for its mission to assist under-served women who are about to enter or are re-entering the workforce as they seek meaningful and sustainable employment. Heller Wealth was proud to be a bronze sponsor for the event for the second consecutive year.
Scott Drown passes level 1 of the Chartered Alternative Investment Analyst (CAIA®) program
April 20, 2015
Scott Drown has passed level 1 of the Chartered Alternative Investment Analyst exam. The CAIA designation is offered to investment professionals who successfully complete a rigorous course of study and pass two examinations. Those who obtain certification show advanced knowledge in areas including alternative investments, hedge funds, real estate, commodities, private equity, and various derivatives.
Mark Andraos earns his Certified Financial Planner (CFP®) Designation
March 27, 2015
We are happy to announce that Mark Andraos has earned his Certified Financial Planner (CFP®) designation from the College of Financial Planning. The CFP® or CERTIFIED FINANCIAL PLANNER™ Certification is the most respected financial credential for financial planners, financial firms, and those seeking the advice of a financial planner. Mark has earned this achievement while also working hard over the past year to become an integral part of our investment team.