Team

Our highly educated and experienced team provides holistic solutions tailored to your specific needs. By building personal, trusted relationships with each of our clients, we work together to understand your unique financial needs and goals, and then carefully build a plan to help you achieve your objectives.

 

Jordan Heller, CPA®, CFA®, CFP®

Jordan Heller, CPA®, CFA®, CFP®
Chief Executive Officer
Phone: 973-287-5437
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Jordan Heller is the Chief Executive Officer of Heller Wealth Advisors LLC. Prior to its spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTI Consulting, as well as managing partner of SMG’s wealth management subsidiary. Jordan and his team are dedicated to comprehensive wealth management, with an emphasis on real estate and finance executives and their families. He also provides advisory services to real estate and finance companies and their senior executives. Prior to joining the Schonbraun McCann Group, Mr. Heller spent four years at American Economic Planning Group (AEPG) in a similar capacity.

Prior to entering the wealth management industry in 2000, Jordan spent 15 years on Wall Street heading the Real Estate and Real Estate Finance Securities Research group at some of the country’s leading investment houses, including Merrill Lynch, Salomon Brothers and CIBC. During this time, Jordan played a leading role in the rebirth of the modern day REIT industry. He began his career in public accounting, joining Price Waterhouse in 1982, and moving to Wall Street in 1985.

Jordan obtained his undergraduate degree from Bentley University in Waltham, MA, with a B.S. in Accountancy. He also attended The University of Chicago's Booth School of Business where he obtained his MBA®. Jordan serves on the Board of Directors of Bed Bath and Beyond and served on the board of Equity One until it’s sale to Regency Centers in 2017. He is a member of the Board of Trustees of the New York College of Podiatric Medicine, is a member of the Investment Management Consultants Association, Association for Investment Management and Research and the New York Society of Security Analysts. He is a noted speaker and has been featured as an industry expert by such media as CNN, Bloomberg, The Wall Street Journal, Barron’s, The New York Times and Real Estate Portfolio. Jordan's extensive investment banking, advisory, and research experience is detailed below.

Jordan resides in Warren, NJ with his wife Marsha, and has three children, Steven, Jillian, and Rachel.

INITIAL PUBLIC OFFERINGS (All lead manager roles except where noted and include add-on financings in most cases):
Kimco Realty, Simon Property Group, Starwood Lodging, Equity Residential, Post Properties, Shurgard Storage, Crescent Equities, Beacon Properties, Reckson Associates, Carr America Realty, Duke Realty, Highwoods Properties, The Mills Corporation, Chelsea GCA, Tanger Factory Outlets, Urban Shopping Centers, Saul Centers (Co-manager), MaceRich (Co-manager), JP Realty, Excel Realty, Bristol Hotels, Wellsford, Essex, Evans Withycomb, Amli, Gables, Associated Estates (Co-manager), Paragon, Manufactured Home Communities, Chateau Properties, First Industrial Realty, Spieker Properties (Co-manager), Colonial Properties (Co-manager), Franchise Finance Corp of America, Realty Income, Trinet, Entertainment Properties Trust, North American Mortgage.

ADD-ON EQUITY FINANCING For Non IPO Clients (All are lead manager roles except where noted):
Weingarten Realty, Federal Realty, New Plan Realty, Vornado, Cousins Properties, IRT Property, Security Capital Pacific, Health Care Properties, The Price REIT, First Washington (Co-manager), Bradley (Co-manager), Washington REIT, Catellus, Glenborough (Co-manager), Irvine Apartments, BRE, United Dominion, Felcor Suites (Co-Manager), Innkeepers (Co-manager), Storage Trust, Health and Retirement Properties, Nationwide Health Properties (Co-Manager), Countrywide Credit Industries, Green Tree Financial.

MERGERS & ACQUISITIONS/RESTRUCTURINGS/STRATEGIC ADVISORY:
Vornado, Federal Realty, The Mills Corp, Kimco, Excel, Beacon, Carr, New Plan Realty, JP Realty, IRT, Washington REIT, Bradley, Price REIT, Reckson, United Dominion, Wellsford, Evans Withycomb, Paragon, Bristol Hotels, The Meditrust Companies.

NON BANKING RESEARCH:
The Rouse Company, Pan Pacific, CBL & Associates, Western Investment, Mid Atlantic Realty, Home Properties of New York, AIMCO, Avalon Bay Communities, Alexandria Real Estate Equities, SL Green Realty, Mack-Cali Realty, Corporate Office Properties, Grove Apartments, Newhall Land and Farming Company.

REAL ESTATE FINANCE COMPANIES:
Involved in the underwriting/advisory/research of many commercial/residential mortgage REIT, non-REIT and Real Estate Specialty Finance companies including: BRT Realty, Mortgage & Realty Trust, Green Tree Financial, Countrywide Credit Industries, North American Mortgage, Countrywide Mortgage, Capstead Mortgage, Residential Mortgage IncomeTrust. In addition, worked closely with the asset back securities and commercial mortgage backed securities groups within respective investment banks.

Please note that transactions referenced above were all prior to the establishment of Heller Wealth Advisors, LLC.

 

Donald J. Hertling, CFP®, MST®

Donald J. Hertling, CFP®, MST®
President
Phone: 973-287-5433
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As President, Chief Compliance Officer and Head of Financial Planning at Heller Wealth Advisors, Don has more than 21 years of experience in wealth management. In his role as President, Don is a driving force for innovation, process and growth. In his other capacities, Don develops, implements and monitors our clients’ financial planning strategies and heads the firm’s compliance program. Don takes great pride in our team’s ability to provide an exceptional experience to each and every client. 
 
Previously, Don spent nine years at a regional wealth advisory firm where he led the financial planning department. Don earned his Master’s in Taxation from Fairleigh Dickenson University and his bachelor’s degree in Business Administration from Rider University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Don is a past Board Member of the New Jersey Institute of Certified Financial Planners and the New Jersey Financial Planning Association. 
 
 
Don resides in Morganville, NJ with his wife Tara and two children, Ryan and Reilly. 
 

Michael Whittemore, CFA®

Michael Whittemore, CFA®
Chief Investment Officer
Phone: 973-900-1624
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Michael brings over 17 years of industry experience to Heller Wealth Advisors. As Chief Investment Officer, Michael leads the Investment Management team in directing investment policy, portfolio construction and research.

Prior to joining the Heller team, Michael spent two years with U.S. Trust serving as Portfolio Oversight Director where he led a team of portfolio managers responsible for the oversight and enforcement of fiduciary policy. Prior to U.S. Trust, Michael spent 11 years working with two independent Registered Investment Advisors. Michael earned his B.A. in Economics from Rutgers University and holds the CFA® Charterholder designation.

Michael resides in Monmouth County, NJ with his wife and two kids and enjoys travelling, golf and football, including passionately following his beloved New England Patriots.

Scott J. Drown, CIMA®, CAIA®AAMS®

Scott J. Drown, CIMA®, CAIA®, AAMS®
Operations Manager
Phone: 973-287-5425
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Scott brings more than 18 years of financial services experience to Heller Wealth Advisors and is one of the firm’s original founders. His primary responsibilities include overseeing the firm’s day to day operations and client relationship management.  Scott consistently looks to find ways to optimize the client experience through technology, customer service, and by overseeing the firm’s new client onboarding process. 
 
Previously, Scott was a Portfolio Manager at Heller Wealth managing client portfolios, overseeing trading and investment operations. Prior to Heller Wealth, he spent six years at American Economic Planning Group, where he held the position of Assistant Portfolio Manager and headed the company’s equity research effort.
 
Scott received a Bachelor of Arts in Economics from Rutgers University, his Certified Investment Analyst (CIMA®) designation from the Investment Management Consultants Association, CAIA® designation from the Chartered Alternative Investment Analyst Association, and Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is also a member of the Investment Management Consultants Association  and the High Impact Financial Operations Network (HIFON).  Scott is an Investment Advisor Representative of Heller Wealth Advisors.
 
Scott currently resides in Long Valley, NJ with his wife Christine and sons Gavin, Joseph, and Sean. Scott enjoys volunteering his time coaching youth sports (Football, Basketball, and Baseball) and in his free time enjoys mountain biking and running.
 

Callie Renner, CFP® 

Callie Renner, CFP® 
Financial Planning Associate
Phone: 973-396-0979
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As a Financial Planning Associate, Callie works alongside Donald Hertling and Mel Gerckens in the development and implementation of financial plans for clients of Heller Wealth Advisors. She recently earned her CERTIFIED FINANCIAL PLANNER™ designation.  

Previously, Callie was an Economic Research Associate at a well-known registered investment advisory firm in Northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie holds her Series 7 and Series 66 registrations from the Financial Industry Regulatory Authority (FINRA), which enhanced her knowledge of investment strategies and vehicles.

Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating with high honors. Callie resides in Morristown NJ and has a dog named Franklin.

Melissa Gerckens, CFP® 

Melissa Gerckens, CFP® 
Financial Planning Associate
Phone: 973-396-0981
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Mel brings over five years of experience in the financial services industry to Heller Wealth Advisors. She works alongside Callie Renner and Don Hertling analyzing our clients’ financial pictures and preparing analyses and recommendations. In addition, Mel also leads the firm's Marketing Committee.

Mel graduated from the Sigmund Weis School of Business at Susquehanna University. She earned a B.S. in Business Administration, with an emphasis in Marketing. Previously, Mel worked as a Financial Planning Analyst at an independent wealth management firm. She formerly held her Series 7 and 66 registrations from the Financial Industry Regulatory Authority (FINRA), and currently holds her Series 65, Life and Accident & Health Insurance Licenses and is a CERTIFIED FINANCIAL PLANNER™.

 

Marissa Salese 

Marissa Salese  
Operations Associate
Phone: 973-287-5437
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As an Operations Associate, Marissa provides administrative support to Jordan Heller, and works alongside Scott Drown and Annemarie Jablonski serving as a key contact between clients. In addition, Marissa is responsible for updating and enhancing our client service software and managing office onuses. She also works alongside Mel as an active member of the firm’s Marketing Committee and leads the daily content updates on our social media platforms.

Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing at Montclair State University, graduating Cum Laude. Prior to joining Heller Wealth Advisors, Marissa played a lead role at a luxury line car company as their Finance Manager. Marissa was born and raised in Essex County, she enjoys fashion, jewelry design and spending time with her family.

 

Annemarie Jablonski 

Annemarie Jablonski  
Operations Associate
Phone: 862-926-7036
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Annemarie has joined the team as an Operations Associate, working alongside Scott Drown and Marissa Salese. 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.

Annemarie earned her B.S. in Business Management from William Paterson University. Prior to joining Heller Wealth Advisors Annemarie worked as a client service representative at an independent wealth management firm. She currently resides in Middlesex County and enjoys hiking as well as spending time at the beach.

 

David Marlin 

David Marlin  
Investment Support Associate
Phone: 973-396-7409
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As an Investment Support Associate, David plays a significant supporting role on our firm’s Portfolio Management Team. Working alongside James Elliott and our Chief Investment Officer Mike Whittemore, David’s main responsibilities vary among client reporting, research and portfolio construction.

Previously, David worked as a reporting analyst for a property management company in Southern New Jersey. David received his B.S. in Business Intelligence & Analytics from Saint Joseph’s University. During his time at SJU, David played an active role in the Food Marketing Research Department analyzing and evaluating data for the Campbell Collection, one of the largest depositories of food industry information in the world. David currently resides in Monmouth County, NJ where he enjoys swimming, basketball, and other outdoor sports. David is currently studying for the Series 65 exam which he plans to sit for in June 2018.

 

James Elliott 

James Elliott  
Investment Support Associate
Phone: 973-396-0986
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James joins Heller Wealth Advisors as our newest addition to the Portfolio Management Team. As an Investment Support Associate, James works alongside David Marlin supporting the firm’s Chief Investment Officer Mike Whittemore. His primary responsibilities include portfolio trading, client reporting, research, and portfolio construction.

James graduated from The College of Wooster where he received his B.A. in Business Economics. James served as a trustee on Wooster’s student run Jenny Investment Club and operated a cryptocurrency mining and consulting business. James currently holds his Series 65 registration from the Financial Industry Regulatory Authority (FINRA). Prior to joining Heller Wealth Advisors, James worked as the Analytics Lead for a prominent service-oriented organization in northern NJ. James resides in Essex Fells, NJ where he enjoys mountain biking, working on his classic BMW, maintaining his garden, and going on hikes with his dog.

 

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