Associate Advisors

Sonny M. Blanchard, CPA

Sonny is a graduate of Nicholls State University, with a B.S. in Business Administration with a major in Accounting and minors in Computer Information Systems and Music. He comes from a work background in public accounting, where he worked for CPA firms, including a local firm in Houma, LA and the 5th largest international firm. His experience in accounting has provided insight into tax compliance and planning, preparing and auditing financial statements of large companies in a variety of industries, and working with small business owners to achieve their business and financial goals. His passion for working closely with clients and helping them achieve success is what drove Sonny into financial planning, and specifically, Heritage Wealth Management. Sonny is licensed as a Certified Public Accountant in Texas and Louisiana. He is a CFP® candidate and a member of the American Institute of Certified Public Accountants (AICPA), Texas Society of CPAs, Houston CPA Society, and Institute of Management Accountants. Sonny volunteers on the CPAs Helping Schools committee of the Houston CPA Society and enjoys helping children through his membership in Shriners International. Sonny and his wife, Macey, grew up in Louisiana, but settled in Texas in 2016. They live in Richmond with their two dogs. Sonny describes himself as a “good old boy” and enjoys shooting, fishing, and training his dogs.

Ian A. Harris CFP®

Ian Harris is a graduate of Boston College with a major in Psychology and a minor in Business. He has an MBA in Marketing and Finance from UT Knoxville and an MA in German from Middlebury College. After a career in education and small business, Ian transitioned into the financial services industry in 2007 by earning his CERTIFIED FINANCIAL PLANNER™ designation. He joined a local advisory firm that was passionate about personal attention, but was eventually bought and integrated into a large international bank. Preferring the intense client focus and family atmosphere, Ian was excited to join the Heritage Wealth Management team in 2012. He enjoys being able to work closely with clients and focus on their individual planning needs, and Heritage was a perfect fit.

Ian is currently a member of the Houston chapter of the Financial Planning Association (FPA). He also volunteers in Scouting and has held multiple roles in Boys Scouts as an adult leader. He is also a member of Sacred Heart Catholic Church in Manvel, TX.

Ian grew up in Connecticut, but finally made it to Texas in 1997, where he met and married his wife Carol. They live in Pearland with their three sons: Patrick, Broderick and Jacob.