Heritage Tax and Insurance Services, Inc. is a full service retirement planning company that serves all of San Diego, CA and surrounding communities. Our mission is to provide the families and individuals we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Heritage Tax and Insurance Services.
Additionally, we provide custom-tailored strategies to meet your short and long-term needs. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We will customize a plan to fit your individual and family needs, as well as the needs of your small or large business at no cost to you!
Matthew D. Copley
Owner, Heritage Tax & Insurance Services, Inc.
Matthew has specialized for the last 15 years in helping retirees and pre-retirees successfully plan for and navigate their retirement in the greater San Diego area. You would be hard-pressed to find a financial advisor that is more passionate about maximizing retirement income while reducing taxes. He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds and hundreds of educational workshops over the years on various retirement planning topics including “How To Maximize Social Security Benefits”, “The Truth About Reverse Mortgages”, “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances and his passion shows in the results he achieves for his clients.
Troy Robertson
Retirement Planning Specialist
NMLS #1606969
CDI #0H40504
CA Bar #190585
Troy is a retirement planning specialist who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated cum laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.
Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for almost 30 years. They have three boys. The oldest, Brandon, and his wife Mandi are expecting their first child very soon. Michael, the second oldest, is a recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.
Troy is passionate about meeting new clients and helping them achieve their financial goals.
Jessica Roth
Executive Assistant to Matthew Copley, Heritage Tax & Insurance
Jessica has lived in San Diego for the past 11 years, but is originally from Denver, CO. Although she loves snowboarding and spending time in the mountains, she will always consider the beach ‘home.’ She has worked for Heritage Tax & Insurance, Inc. for five years and has worn many hats. Starting out as a receptionist, she was quickly promoted to a loan processor. After one year of loan processing, she was promoted again to an executive assistant. She has maintained this position for a few years, growing and expanding with the company. Along with being the executive assistant, one of her main duties is being an event coordinator for all of the company’s seminars. These events are critical for the company’s growth as they are the primary way we earn new clients’ business. Jessica is passionate about her job and enjoys talking to and helping people.
Kent Hulse
Chief Financial Officer, Associate Financial Advisor
Kent’s experience in the financial industry includes private company investment banking involving the sale of private companies, and raising of funds for start-ups and growth phases. He worked with one of the top 3 accounting firms as a small business consultant advising business through the start-up phase, growth phase, re-organization, and sale. At the heart of his work is helping people achieve their financial goals. Kent is a graduate of USC with a Business degree.
Kelly Junge
Processor, Heritage Tax & Insurance Services, Inc.
Kelly Junge was born and raised in San Diego by a very supportive, adventurous family. She is currently attending college to earn her bachelor’s in Business Administration. During her free time, she enjoys hiking with her energetic dog named Skout, riding in the sand dunes, boating and wakeboarding in the Colorado River, and exploring new roads.