At Heirloom, we value integrity, financial empowerment and excellence. These values have been pillars within our firm since our inception which have paved the way for us to achieve client goals and develop an industry leading team. Heirloom strives to turn client dreams into realities through our comprehensive planning process and holistic approach to every situation. We are a multi-generational team of professionals consisting of an Accredited Estate Planner® (AEP®), six CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, three Chartered Financial Consultants (ChFC®), and a Certified Private Wealth Advisor (CPWA®) designee with over 150 years of combined experience in the financial planning and private wealth management industry.



Kyle S. Parker CPWA®, CFP®, ChFC®
Private Wealth Advisor



Jenifer E. Castellano CFP®, CIMA®
Director of Investment Operations





