Brian D. Gibbs, RICP^®, has spent more than forty years helping families discover, define and achieve their true financial objectives. He combines a rich educational background and practical insight gained in retirement planning, estate planning, real estate and mortgage banking, tax planning, business and executive compensation and insurance planning. Brian has a Bachelor of Science degree in Financial and Estate Planning. He is a Retirement Income Certified Professional, and has licenses in real estate and insurance.

Earlier in his career, Brian was also a licensed securities principal (Series 7,24) and investment banker. He invested in and observed over 53 distinct categories of investments and financial strategies. In other words he has “been there and done that”. He observed the mixed results that risk-based investments produced over time. These experiences taught him what works and what does not work in the real world. He now uses these experiences and wisdom gained to protect his clients’ assets and improve their financial pictures as a focused retirement and charitable planner.

From over four decades of experience in the financial industry, Brian has carefully incorporated his wisdom, skill and financial strategies into Heritage Retirement Advisors, to help preserve and grow his client’s wealth. He is a proponent of helping clients reduce or eliminate transfer costs and is very proficient at recognizing opportunities to reduce client’s taxes, along with their CPA or accountant, attorney and other trusted advisors.

Brian enjoys educating and teaching financial principles and strategies. He has presented seminars for over thirty years to clients, civic, government and corporate groups on a number of subjects including retirement planning, the economy, tax planning, real estate and financing strategies, charitable gifting and more.

In his personal life, Brian enjoys participating in golf, tennis, snow and water sports. His passions also include art, music, cultural events and visiting the great outdoors with family and friends. He is most grateful for his greatest treasures of all, his wife of 46+ years, Shawna, and their four children and wonderful grandchildren.

Amanda McLean is a dedicated Retirement Planner with a passion for helping individuals and families create financial security and peace of mind for their future. A proud mother of three, Amanda understands firsthand the importance of planning for both today and tomorrow.

She graduated Magna Cum Laude with a degree in Business Administration and a minor in Integrated Marketing Communications, equipping her with both the financial expertise and communication skills to guide her clients with clarity and confidence.

In addition to her work in financial services, Amanda serves with the Hope Legacy Foundation, where she supports families and communities in building stronger futures. She also mentors young adults, helping them gain the knowledge and skills they need to be better prepared for the challenges of adult life.

Amanda is passionate about empowering others. Whether it’s her clients planning for retirement, young adults learning life skills, or her own children building their futures. Amanda’s goal for all is to thrive with confidence, purpose, and security.

Melissa is a highly organized and dependable professional with over 10 years of experience in administrative support and office management. She earned her Bachelor’s degree from Brigham Young University and has been a valued member of Heritage Retirement Advisors since January 2020.

Known for her attention to detail and ability to keep projects moving seamlessly, Melissa ensures that both clients and team members are supported every step of the way. Her positive, can-do attitude and commitment to excellence make her an integral part of the firm.