Our professionals have decades of combined experience in the investment and legal industries.  Relevant certifications include Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Masters of Business Administration (MBA), Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Juris Doctor (JD).  As a fee-only firm, our focus is to provide objective, professional advice.

Frederick R. MacLean, Jr., CFA, CFP is a founding partner of Heritage Investment Group. He holds a bachelors degree from Washington College and an MBA from Florida Atlantic University. Fred holds the Chartered Financial Analyst (CFA) designation and is a member of its sponsoring organization, the CFA Institute. Fred is a Certified Financial Planner (CFP) practitioner and is a member of the Financial Planning Association. He is also a member of the South Florida Society of Financial Analysts. Fred is a member of the local Rotary club and currently sits on its board of directors. As a partner of the firm, his duties include oversight and direction of the firm’s asset allocation strategies, sales and client servicing.

Timothy G. Slattery, MBA is the Chief Investment Officer of Heritage Investment Group. He holds a bachelors degree in finance with high honors from the University of Florida, and an MBA from the University of Chicago. Tim’s career in the financial services industry began as an investment banker with Smith Barney, where he underwrote public bond offerings for municipalities throughout Florida and the Southeast. After earning his MBA, Tim was a Vice President of Institutional Sales with Raymond James and Associates, where he provided investment advice to equity portfolio managers at leading financial institutions throughout the Midwest. As a partner of the firm, his duties include asset allocation strategy, portfolio management, and client servicing.

S. Hardy Taylor, CIMA, CIMC is Vice President and Chief Compliance Officer of Heritage Investment Group and joined the firm five months after its inception in 1993. Hardy holds a bachelors degree from Washington College and an MBA from Florida Atlantic University. Hardy is a Certified Investment Management Analyst (CIMA) as well as a Certified Investment Management Consultant (CIMC). Hardy is also a member of the Investment Management Consultants Association (IMCA) and a member of the local Rotary club. As Vice President of the firm, Hardy’s primary duties include client servicing, overall asset allocation strategies and SEC and state regulatory compliance.

Craig C. Chuang is a Portfolio Manager at Heritage Investment Group. Craig holds a bachelors degree in finance from Florida Atlantic University and is currently a Level III candidate in the Chartered Financial Analyst program. Craig began his career as a financial advisor with American Express where he provided comprehensive financial planning advice. Prior to joining Heritage, Craig worked for six years as a Financial Consultant with Charles Schwab & Company where he developed and maintained client relationships primarily focusing on investment analysis and portfolio management. His primary responsibilities at Heritage include portfolio management, client servicing and marketing.

Stacy L. Bliss is a Portfolio Manager at Heritage Investment Group. Stacy began his career as a financial advisor in 1990 with J.W. Gant & Associate and later with Euro-Atlantic Securities. Prior to joining Heritage, Stacy worked for ten years as a Financial Consultant and Acting Branch Manager for Charles Schwab & Company where he developed and maintained client relationships with high net-worth individuals. Stacy’s primary responsibilities at Heritage include portfolio management, client servicing and marketing. Stacy is also an active member of the Boca Raton and Lighthouse Point Chambers of Commerce.

Frederick R. MacLean, Sr., Esq. is a founding partner of the law firm of MacLean & Ema and a founding partner of Heritage Investment Group. Fred holds a bachelors degree from Johns Hopkins University and a Juris Doctorate (JD), cum laude, from the University of Miami. Fred is a past president of the Pompano Beach Chamber of Commerce, past president of the Pompano Economic Group, a member of the local Rotary club and has been a very active community leader for thirty years. Fred’s law practice specializes in estate planning and he is listed in the publication of Leading American Attorneys in Florida.

R. Ian McCarver
Ian McCarver is the Controller at Heritage Investment Group and has been with the firm since 1994.  Ian holds a bachelors degree from Florida State University. He is an active board member of the local Rotary club and is involved with many other community organizations in South Florida.  Ian is a principal of Heritage, and his roles include the preparation and presentation of quarterly portfolio performance reports for client review, management of the firm’s internal accounting systems and oversight of many administrative activities at the firm.

Anne B. “Sherry” MacLean, Esq. is a founding partner of the law firm of MacLean & Ema and Heritage Investment Group. Sherry holds a bachelors degree from Florida Atlantic University and a Juris Doctorate (JD) from Nova Southeastern University.  Sherry’s law practice is concentrated solely in the area of estate administration and she is regarded as one of the premier estate administration attorneys in South Florida.  Sherry remains an active adviser to Heritage Investment Group.

Darryl L. Hinkle, CPA, CFP has been a member of Heritage Investment Group since 1997. Darryl holds a B.S. degree in accounting from Florida Atlantic University. His work experience includes that of a staff and senior accountant with Coopers and Lybrand. Along with a Coopers and Lybrand colleague, he formed the public accounting firm of Hinkle & Richter in 1979, where he has been a partner since its inception. Mr. Hinkle is also a Certified Financial Planner practitioner and in that capacity, assists clients in financial planning and investment management projects. He is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants and the Financial Planners Association. Darryl has served on the FICPA committee for Financial Planning. He is also a member of the First Presbyterian Church of Pompano Beach, and has served on the Session, Trustees (President), and the Foundation of the Church.

Michelle Velie joined Heritage in 2002. Prior to working with Heritage Investment Group, Michelle worked with the First Presbyterian Church in Pompano Beach as the Financial Secretary.  Michelle is a key member of the operations department at Heritage where she is responsible for the coordination of information shared between clients, custodians, investment managers and Heritage.

Tracy McCarver joined the firm in 2003.  Tracy holds a B.A. degree in Education from Florida State University and is a licensed schoolteacher of mathematics. Tracy has brought her mathematics background to Heritage and applied it to the area of trading.  Tracy’s responsibilities at the firm include supervision of trading activities and compliance reporting.

Kim Zeman joined Heritage Investment Group in December 2006. Kim has a BA in Psychology from the University of California, Irvine. Kim started her career in financial services as a sales assistant for a municipal bond broker before beginning a twenty year career with Charles Schwab & Co., Inc... In addition, Kim has experience working in the brokerage division of a private bank and a registered investment advisory firm. Her industry knowledge and experience contribute to the operations, marketing and compliance areas of Heritage.

John Stetson is an Investment Analyst at Heritage Investment Group. John holds a bachelors degree in Economics from the University of Pennsylvania. Prior to joining Heritage, John was an Associate in the finance group at Toll Brothers, Inc., a publicly traded, Fortune 500 company where he worked on a variety of real estate acquisitions and corporate finance transactions. His primary responsibilities at Heritage include investment research, fixed income analysis, and market data analysis

Julia Ciuca Heritage Investment Group in December of 2005. She holds two Bachelor of Arts Degrees, majoring in Psychology and Social Assistance/Welfare. She is currently working on a Masters Degree. Prior to joining Heritage, Julia was the General Director of a Foundation that specialized in international adoptions. Her background in human relations makes her a valuable part of the Heritage operations team. Julia is responsible for the daily computer systems integration of our back office.

Joanne Cacossa joined Heritage Investment Group in July of 2008 as the company’s receptionist. Joanne holds an associates degree in Fine Arts and Merchandising. Prior to working with Heritage, Joanne had been employed with other financial institutions in marketing and administration.

Laura G. MacLean, PA is an Estate Planning attorney who provides consulting services to Heritage and works closely with members of Heritage in developing Estate and Wealth Management strategies for its clients. Laura holds a bachelors degree, magna cum laude, from Washington College and a Juris Doctorate (JD) from Nova Southeastern University. Laura also provides consulting services to the Law Firm of MacLean and Ema, is a member of the Real Property, Probate and Trust Law and Tax Law Sections of the Florida Bar, and is actively involved in fundraising efforts in the local community.