Meet Our Team

Happy and Caring people make us Better

We are committed to Making Lives Better for our team members.  Too many times providing extraordinary customer service comes at the sacrifice of a company’s team members.  HeimLantz issues a yearly anonymous survey to its team members asking them to score all managers and owners in various categories including the Firm’s Purpose and Core Values.  The survey results were an average of 4.51 out of 5!

Annapolis Office

180 Admiral Cochrane Drive, Suite 520
Annapolis, MD 21401

Phone: 410-841-5575 | Fax: 410-841-1945

DC Metro Area: 301-261-8380


Wealth Management Advisor
Wealth Management Assistant
Wealth Management Assistant

Alexandria Office

1900 Duke Street Suite 110
Alexandria, VA 22314

Phone: 703-299-6565 | Fax: 703-341-4245

Wealth Management Advisor