Our Team

Abbie Belmar

Director

Thomas J. Fanning, Sr.

Managing Partner

Thomas Fanning, Jr.

Partner

Heather Fanning Geyer

Senior Executive Assistant

Diane Carnesi Giddens

Director Underwriting

Chris Halvey

Managing Director

Marc Hiatrides

Partner

Luann Kazanecki

Controller

Nicole Larcy

Executive Assistant

Keith McMahon

Director

Jennifer Mejia

Chief Operating Officer

Charlotte Ricci

Executive Receptionist | Benefits Account Associate

Coleen Sherman

Employee Benefits Specialist

Lisa Siegfried

Underwriting Coordinator

Jessica Varkey

Director of Policy Service

Alexis Warren

Benefits Coordinator

Andrew Werner

Director

Ted Zurek CFP®, ChFC®

Senior Vice President | Business Development

John Litke

Sr. Vice President

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M Financial Member Firm 2019 | Disclaimer

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/ SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

John Litke
(Sr. Vice President)

Content coming soon.

Alexis Warren
(Benefits Coordinator)

Content coming soon.

Andrew Werner
(Director)

Content coming soon.

Nicole Larcy
(Executive Assistant)

Content coming soon.

Abbie Belmar
(Director)

Content coming soon.

Jessica Varkey
(Director of Policy Service)

Content coming soon.

Coleen Sherman
(Employee Benefits Specialist)

Content coming soon.

Marc Hiatrides
(Partner, Heritage Benefit Solutions)

Content coming soon.

Luann Kazanecki
(Controller)

Content coming soon.

Ted Zurek CFP®, ChFC®
(Senior Vice President | Business Development)

Content coming soon.

Lisa Siegfried
(Underwriting Coordinator)

Content coming soon.

Charlotte Ricci
(Executive Receptionist | Benefits Account Associate)

Content coming soon.

Jennifer Mejia
(Chief Operating Officer)

Content coming soon.

Keith McMahon
(Director | Estate & Business Analysis)

Content coming soon.

Diane Carnesi Giddens
(Director Underwriting)

Content coming soon.

Heather Fanning Geyer
(Senior Executive Assistant)

Content coming soon.

Chris Halvey
(Managing Director of Insurance & Case Design)

Christopher joined Heritage in 2008 and is currently the Managing Director of Insurance and Case Design. Mr. Halvey oversees the entire team responsible for analyzing and monitoring all client life insurance portfolios. Christopher performs in depth analysis that include advanced planning techniques and the sophisticated use and design of life insurance.

Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.

Mr. Halvey earned his bachelor’s degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.

Mr. Halvey holds his CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.

Thomas Fanning Jr. (Partner)

Thomas joined Heritage Strategies LLC in 2011 as an Associate and eventually was named Partner in 2016. Mr. Fanning’s focus is on Estate, Business, Charitable and Life Insurance Planning for affluent families. His active roles include those from new business development to all facets of structuring and ongoing management of the Planning process for clients. In addition, Mr. Fanning works closely with the Partners at Heritage to formulate and execute the firm’s long-term vision to ensure its clients continue to receive an unparalleled experience.

Prior to joining Heritage Strategies LLC, Mr. Fanning launched his professional career as a Financial Advisor with UBS Financial Services, Inc. During his time at UBS Financial Services, Inc. Mr. Fanning provided financial and wealth management advice and services.

Mr. Fanning graduated from Fairfield University, Dolan School of Business with a bachelor’s degree in Finance with a concentration in Economics. Mr. Fanning holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Investment Advisor Representative (Series 66).

Thomas Fanning Sr.
(Managing Partner)

Mr. Fanning originally founded Heritage Strategies in 2009 and is recognized as an expert in the field of estate, business succession and life insurance planning for the ultra-affluent with over 35 years of experience

Mr. Fanning began his career within the I.F.D. division of CIGNA, a $60 billion financial services leader. Recognizing that his high net worth clientele desired more sophisticated and focused planning, Mr. Fanning partnered with two former CIGNA colleagues in 1990 and established one of the top national life insurance brokerage firms in the country representing some of America's most prominent families.

In 2002, Mr. Fanning's former partnership was acquired by National Financial Partners (NFP), a NYSE listed company, where he remained as President until reacquiring his practice and establishing Heritage Strategies LLC in 2009. Subsequently, Heritage Strategies LLC became one of 155 member firms of M Financial Group (www.mfin.com). M Financial Group is one of the nation’s leading financial service institutions owning their own reinsurance company while simultaneously partnering with top carriers in the life insurance industry.

Mr. Fanning is also a Founder and Director of Gold Coast Bank and most recently acquired the Franchise rights to PDQ (www.eatpdq.com) for the majority of the Tri-State area.

In addition, Mr. Fanning serves as Chair of the Charles F. Dolan School of Business Advisory Council at Fairfield University and Vice Chairman of the Foundation Board of St. Francis Hospital.