Advisory Team

Chuck Bean is the founder and president of Heritage Financial Services, Inc., a Registered Investment Adviser that has provided comprehensive wealth management services to clients for over twenty years. The firm manages more than $650 million of assets for affluent individuals and their families.

Chuck is a 1990 graduate of the Boston College Carroll School of Management, with a B.S. in Finance. He holds a Chartered Financial Consultant‘s and Chartered Life Underwriter's degree from the American College. 

Recent Recognition:

Jim Scally
Vice President

jscally@heritagefinancial.net

 

Jim Scally is the Vice President of Heritage Financial Services, Inc.  He joined the firm in 1997 and specializes in developing customized investment and retirement planning solutions for individuals and their families.

Jim is a graduate of Bentley College with a B.S. in Finance.  He is an investment adviser representative and is a member of the Financial Planning Association.  Jim is also a member of the Investment Committee at Heritage Financial Services and is currently working towards his Certified Financial Planner® designation.

Steven Jacobsmeier CFP®, ChFC®, CLU
Financial Adviser
sjacobsmeier@heritagefinancial.net

Steve joined Heritage Financial Services in March, 2005. He earned his bachelor's degree in business administration from Baldwin-Wallace College in 1992. He holds a Certificate in Financial Planning from Merrimack College, is a CERTIFIED FINANCIAL PLANNER^™ practitioner and a Chartered Financial Consultant.  Steve is also a member of the Financial Planning Association.  Steve works closely with our clients on all aspects of their financial, retirement, and investment management planning. He is a member of the Investment Committee at Heritage Financial Services.

Steve worked as an independent Commonwealth Financial Network^® financial adviser for the past ten years. He began his investment career in 1998 at Prudential Securities.  He held supervisory positions at the Salem Five Cent Savings Bank and with The Sutherland Group prior to beginning his career in financial planning.  Steve is also a member of the Investment Committee at Heritage Financial Services.

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Matthew A. Carron, CFP®
Financial Adviser 
mcarron@heritagefinancial.net

Matt joined Heritage Financial Services in May 2007. He earned his BS degree from Northeastern University. He holds a Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER^™ practitioner and is a member of the Financial Planning Association. Matt works closely with our clients on all aspects of their financial, retirement, and investment planning.

Matt began his financial career in 1999 at Fidelity Investments as an investment consultant for a segment of Fidelity's high-net-worth client base. Upon leaving Fidelity, Matt joined and helped establish an independent financial planning firm geared toward ultra-high-net-worth investors. In these positions, he gained valuable experience in developing, implementing, and monitoring financial strategies and developing and nurturing exceptional relationships with clients. Matt is also a member of the Investment Committee at Heritage Financial Services.

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Ed Jastrem
Paraplanner

ejastrem@heritagefinancial.net

Ed joined Heritage Financial Services in November 2007. He earned his bachelor's degree in Government from Colby College in 2002.  Ed earned the Certified Mutual Fund Specialist designation from the National Investment Company Service Association in 2004.  He is also a member of the Financial Planning Association.

Ed works closely with Chuck Bean to assist with client meetings and to help respond to client requests.   Before joining Heritage, Ed supervised mutual fund custody and accounting at Investors Bank & Trust and was an officer with accounting operations at JPMorgan Chase. Ed is also a member of the Investment Committee at Heritage Financial Services.

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Research Team

Bob Weisse, CFA, CFP®
Director of Investment Services
bweisse@heritagefinancial.net

Bob joined the Heritage Financial Services team in August 2004, after graduating from Babson College with a Bachelor of Science in Business Management. 

Bob is the chairman of the firm’s investment committee and manager of the research team. He is a Chartered Financial Analyst Charterholder and a member of the Boston Security Analysts Society.

Bob’s primary responsibilities include conducting investment research, evaluating current and potential investment managers, reviewing client portfolios, and assisting clients with investment related inquiries.  He oversees all investment recommendations made by the research team.

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Matthew Simoni, CFS®
Research Analyst
msimoni@heritagefinancial.net

Matt is a member of the firm’s research team and investment committee. He has achieved the Certified Fund Specialist (CFS^®) designation through the Institute of Business and Finance.

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Mike McIntosh
Research Analyst
mmcintosh@heritagefinancial.net

Mike joined the Heritage Financial Services team in June 2008 after graduating from Amherst College with a Bachelor of Arts in Economics.

Mike is a member of the firm’s research team and investment committee. He has passed the CFA Level III Exam and is currently fulfilling the work experience requirements of the charter.  Mike helps prepare for client review meetings, provides investment recommendations, places trades and addresses investment related inquires. He also provides research for use in investment committee presentations.

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Joe Arsenault, CFS®

Research Analyst

jaresenault@heritagefinancial.net

Joe joined the Heritage Financial Services team in June 2007 after graduating from Bentley College with a Bachelor of Science in Finance.

Joe is a member of the firm’s research team and investment committee. He has obtained the Certified Fund Specialist (CFS^®) designation through the Institute of Business and Finance.

Client Services

Karen Keefe
Client Services Manager
kkeefe@heritagefinancial.net

Karen joined the Heritage team in June 2003 and leads the Client Service and Operations department. Her responsibilities include establishing new accounts, ensuring all paperwork and documents are in proper order, tracking transfers of assets, and providing clients with service and support.

Prior to joining Heritage, Karen worked for 15 years as the assistant to the CFO of Horizon House Publications, Inc. She has also worked in various financial departments with other companies, such as Damon, Masoneilan, and Mitre.

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Karen Cox
Client Services
kcox@heritagefinancial.net

Karen returned to the Client Services Team at Heritage Financial Services in June 2008. Karen previously worked as a Client Services Manager at Heritage from April 2000 to June 2003. She will be working directly with advisors Jim Scally and Steve Jacobsmeier while also managing the Stoneham, MA office. She handles client service related matters such as transfers, opening new accounts and money requests. 

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Rosemarie Doherty
Client Relations Manager
rdoherty@heritagefinancial.net

Rosemarie has been with Heritage Financial Services since March 2002. Due to the company's continued growth, she has taken on many of the firm's client relations responsibilities such as coordinating events and communications to our clients as well as processing new marketing material and keeping it current for the firm.

Her prior experience includes ten years as the assistant to the vice president and treasurer of Polaroid Corporation, six years as a sales support specialist for the district sales office of The Balfour Co., and six years as a legal assistant at Colonial Management.

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Cathi Weeden
Receptionist/Office Assistant
cweeden@heritagefinancial.net

Cathi joined Heritage Financial Services, Inc., in November 2006. She retired from Delta Air Lines after 28 years of service. Cathi graduated from Nathaniel Hawthorne College in New Hampshire where she earned her BA in Sociology and an AS in Business Aviation Administration.

Cathi's voice is the first you will hear when calling Heritage Financial Services. She is always willing to assist you with your inquiries or will direct you to the team member most suitable to handle your questions. She will be assisting with many aspects of our growing business, including scheduling client review meetings.

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Francesca Simoni
Administrative Services
fsimoni@heritagefinancial.net

Fran joined Heritage Financial Services in September 2000 as a part-time employee but has been a client since 1994. Her exceptional organizational skills and upbeat personality are an invaluable asset to our team, as well as to our clients.

Prior to joining Heritage, Fran worked for 20 years at Polaroid Corporation, starting on the assembly line and working her way up to an administrative assistant. She retired from Polaroid in 1993.

Fran's primary functions include maintaining and organizing our client files, as well as assisting all members of the team with the daily functions of the office.

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Kenzie Komarinetz
Adviser Assistant
kkomarinetz@heritagefinancial.net

Kenzie joined the Heritage Financial Services team in September 2009 as an intern and became a full-time employee in June 2010. Kenzie graduated from Lasell College earning a Bachelor of Science in Business Administration with an academic concentration in Management. Kenzie works closely with Ed Jastrem and the advisory team to assist with client meetings and to help respond to client requests. Kenzie also assists the research staff with projects.

Kenzie is also a member of the Investment Committee at Heritage Financial Services.

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Compliance

Jennifer M. Watson
Compliance Officer
jwatson@heritagefinancial.net

Jennifer Watson joined Heritage Financial Services in September 2006. She earned her BS degree in Business from the University of New Hampshire. Jennifer works on all compliance-related issues for the firm. She also monitors the management fee system for all advisory accounts.

Prior to joining Heritage, Jennifer worked for more than five years at Fidelity Investments Institutional Brokerage Group as a Client Manager in the correspondent division. She also spent five years at First Data Corporation/The Boston Company working in a management position in the Mutual Fund Accounting division.

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