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Planning Team

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.

John F. Mitchell J.D., CFP®

Private Wealth Advisor

Samuel W. Brewer IVCFP®

Private Wealth Advisor

Kyle S. Parker CPWA®, CFP®, ChFC®

Private Wealth Advisor

Jordan A. Ray CFP®

Private Wealth Advisor

Adam R. Sedivy CFP®

Financial Planning Specialist

Jenifer E. Castellano CFP®, CIMA®

Director of Investment Operations

Collin R. Pearce

Director of Investment Management

Benjamin E. Farish AEP®, J.D., CFP®

Chief Operations Officer

Katie A. Lindsey

Office Manager

Ryan Echols

Investment Operations Associate

Sam Smith Mines

Investment Operations Associate

Erin Elizabeth Marty

Insurance Operations and Workflow Manager

Charman Driver

Director of Marketing and Client Experience