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VINCENT SERRATORE, PRESIDENT & CEO Vincent Serratore is founder, Chief Executive Officer (CEO), and President of Heritage Financial Group, Inc. He has appeared on talk radio shows and broadcasts for major investment institutions around the country. Mr. Serratore’s practice has focused around assisting Corporations, Physicians, Executives and Individuals on money management and proper investment planning. His area of concentration includes retirement planning, estate planning, wealth management and business consulting. Vincent has conducted over 600 seminars to individuals and corporations including; City of Boston Pension Fund, General Federation of Woman’s Club of Massachusetts, the Retired Teacher’s Union, and the Massachusetts Teacher’s Association.
Vincent is a graduate of Bryant University, where he majored in both Economics and International Studies. He has used his economic acumen to benefit not only his clients, but also the community assisting non-profit organizations and charities raise funds for there foundations.
Vincent is the son of two retired immigrant parents who currently reside in Norwood, MA. He resides in Walpole with his wife Denise, who is a Doctor at the Beth Israel Deaconess Hospital in Boston. Vincent enjoys cooking, exercising and playing golf when he isn’t helping his clients obtain financial independence.
Vincent Serratore, is licensed to conduct business in the state of MA,FL,TX,RI,CT,NH,ME,NY.
Katherine S. Horgan, CFP® & Managing Partner
Katherine Horgan is a CERTIFIED FINANCIAL PLANNER® practitioner and financial advisor. She has been serving individual and institutional clients in the Cape Cod community for over 20 years. Katherine holds the FINRA licenses Series 7, Series 65 and Series 63. Katherine has extensive experience on both the retail and institutional side of the investment management business. She began her career in 1986 as an Investment Representative with Advest, Inc. (formerly Moseley Securities Corporation). Since that time she has been Vice President and Investment Officer with TD BankNorth, (formerly Cape Cod Bank and Trust Company, NA), where she served as Senior Portfolio Manager of the Bank's $450 million investment portfolio. As part of her responsibilities with the Bank, she served as an active member of the Asset Liability Committee and Investment Committee. She has also worked with Cape Cod Five Trust and Asset Management as an Investment Officer. Katherine holds a Bachelor of Arts degree in Political Science and Classical Area Studies from Rhode Island College. She continued her education in Business and Legal studies at Richmond College in London, England. Katherine resides in Osterville, MA where she enjoys the beautiful beaches of Cape Cod and golfing. Katherine S. Horgan, is licensed to conduct business in the state of CA,FL,MA,NC,NJ,OH,RI,VA.
Lauren Guess, Director of Business Development and Client Relations
Lauren Guess has been serving clients of Heritage Financial Group, Inc. for just over five years. She manages all aspects of Client Relations while also focusing on Client Acquisition/Retention. Lauren creates and implements new marketing strategies and is also responsible for planning and organizing the firm's special events and educational programs. Prior to working for Heritage Financial Group, Inc. Lauren worked for a market research firm in downtown Boston, but quickly decided that she preferred to work in an environment where she'd be able to interact with and assist clients in a more constructive fashion. Lauren's work has been instrumental in providing clients of Heritage Financial Group, Inc. with the level of service they have come to expect from the company. She is actively involved in helping clients achieve the goals and objectives that are most important to them. Lauren holds a Bachelor of Science degree in Marketing Communications from Emerson College in Boston, MA and is a licensed Real Estate Salesperson in the state of Massachusetts.
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