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Certified Wealth Consultants CWC
CWC's have successfully completed all of the requirements for certification by The Heritage Institute. They are certified to guide families and individuals through The Heritage Process.

Begin, Michael - West Haven, CT
Bell, Brian - Portland, OR
Belliston, Brett - Draper, UT
Bodine, Greg - Prescott, AZ
C.O.R.E. Group USA, Jack C. Beatty - Scottsdale, AZ
Campbell, Curtis - Reno, NV
Carlson, Jake - Tempe, AZ
Casco, Janis - Lahaina, HI
Chiu, Marty - Los Alamitos, CA
Choi, Anna - Bellevue, WA
Cochell, Perry - Irving, TX
Cole, Louise - Toms River, NJ
Coonen, Lori - Appleton, WI
Cundy, Pam - Vancouver, WA

Cunningham, Jocela Mae - Portland, OR
Del Monte, Richard - Alamo, CA
Eck, William - Wheat Ridge, CO
Estabrooke, Monica - Washington, DC
Fowler, Tom - Bellevue, WA
Harris, Mitch - Northampton, UK
Hughes, Bill - Yardley, PA
Humber, Jody - Peoria, AZ
Ingersoll, Jeff - Draper, UT
Jones, Jeffrey - Lancaster, OH
Kellogg, Dana - Pleasanton, CA
KinCannon, Charles P. - Marietta, GA
Krakowiak, Janet - Deming, NM
Lueke, Donald - Kansas City, MO

Ott, Janet - Olympia, WA
Pfarr, John - Essex, CT
Powers, Rebecca - Moses Lake, WA
Rhine, Todd - Hilton Head Island, SC
Seaman, Brian S. - Costa Mesa, CA
Simison, Dale - Vancouver, WA
Strong, Betsy - San Francisco, CA
Thornton, Cameron - Burbank, CA
Townsend, Bhaj - Kirkland, WA
Van Oort, Larry - Cedar Falls, IA
Weldon, Steve - Seaside, CA
Williams, Robert - Philadelphia, PA
Zeeb, Rod - Portland, OR

Certified Wealth Consultant Candidates CWCC
CWCCs are professionals in good standing in their respective disciplines who are actively engaged in Heritage Training. Many members are working towards the Certified Wealth Consultant designation.

Belliston, Marc - Draper, UT
Calil, Fabiano - Alto da Colina,
Corcorran, Scott - Seattle, WA
Daniels, Duane - Irwin, PA
Dottenwhy, Phil - Castle Rock, CO
Garrett, Dan - Abilene, TX

Hamlin, Fernanda - Alto da Colina,
Hamlin, Clay - Alto da Colina,
Hart, Charles - Plano, TX
Johnson, Mark - Boise, ID
Judd, Kerry - Draper, UT
Kimball, Stan - Draper, UT

Smith-Love, Ruby - Seattle, WA
Sohl, Frederic - South Pasadena, CA
Stahmann, Ben - Irving, TX
Stoner, Kenneth - Oklahoma City, OK

Heritage Members

Dougherty, Devon - Long Beach, CA
Dunn, William - Princeton, NJ
Evans, Lynn - Clarks Summit, PA
Greider, Tom - Eugene, OR
Johnson, Mel - Raleigh, NC
Marder, Barry - Houston, TX

McClure, Roger - McLean, VA
Miles, CFP�, Ken - San Bernardino, CA
Mueller, Sally - Biloxi, MS
Munn, Darren - Sylvania, OH
Seay, Connie - Tulsa, OK
Straka, Robert R. - Birmingham, AL

Sullivan, Jack - Boonton Township, NJ
Tarbox, Eric - Las Vegas, NV
Unice, John - Orem, UT
Wiley, Robert - Johnston, IA

Strategic Resources (SR's)
SR's are like- minded professionals and service firms who have completed Heritage training. They provide support services and value to Heritage Professionals, and through them, to the families whom the professional serves.

American Endowment Foundation, John Tobin - Hudson, OH
Business Design, Cliff Duffield - Mission, KS
Carter International Training & Development, Inc, Doug Carter - Mt. Shasta, CA
Clark Capital Management, Paul Binnion - Philadelphia, PA
Cole,CFP(R), G. William - Toms River, NJ
Excellence in Giving, Al Mueller - Colorado Springs, CO

Heritage Family & Life Coaching, Rebecca J. Thornton, M.S. - Wimberley, TX
Heritage Institute Press, Brad Haga - Portland, OR
Iannarone, Diana - Jones, OK
InKnow Vision, Randy Fox - Naperville, IL
Notavi, Mitchell Thornton and Adrienne Thornton - Hollywood, CA
Pullen, Courtney - Wheatridge, CO

Rare Coins of New Hampshire, Donald Dee - Milford, NH
Reel World Productions, Sharon Dennis - Indian Rocks Beach, FL
Wheeler, Pete - San Diego, CA
Your Legacy Foundation, William Eck - Wheat Ridge, CO