Russell K. Bell, ChFC®
Russell has specialized in retirement and estate planning for more than 20 years. He is a Registered Representative and an Investment Adviser Representative with Commonwealth Financial Network®.
He holds a degree in business from the University of Central England, Birmingham, England. He earned a Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania. Russell also received the fullest extent of education in investment management offered from the Institute of Investment Management and Research in London, England.
Industry registrations include FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Registration), FINRA Series 24 (General Securities Principal) and NASAA Series 65 (Uniform Investment Advisors Law).
Russell lives with his wife in Glastonbury, Connecticut, where he enjoys most outdoor activities and volunteers for the Glastonbury Crew team.
James E. Tyrrell, CFP®, ChFC®
James is a founding member of Heritage Capital Advisors, LLC. James’ practice concentrates on wealth management, retirement, and estate planning.
With more than 30 years experience as an investment advisor, James is a consummate professional known for his competence and reliability. He approaches investment management with an eye toward consistency and discipline. He feels both are essential to protect against emotional and unpredictable market swings. James' money management philosophy reflects his firm belief in tax-efficient investment strategies. His primary goal is to minimize the toll of taxes and maximize financial gains. James endeavors to understand the entire picture via open dialogue with his clients, their tax accountants and/or attorneys. In his view, open conversations with these professionals coupled with advisory practices aimed at educating clients are the cornerstone of sound financial management.
He has a BS in finance from Western New England College in Wilbraham, Massachusetts. He received his Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania. He also holds a CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards in Denver, Colorado. His industry registrations include FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Exam) and NASAA Series 65 (Uniform Investment Advisor Law Exam), which are held through Commonwealth Financial Network®.
A Connecticut native, James and his wife, Dina, live in Bolton, Connecticut with their children, John and Gabriella. In his leisure time, James enjoys coaching youth sports, fly fishing, and alpine skiing.
Lori Goeckler, CFP®, ChFC
Russell Bell's Senior Associate
Lori is Russell Bell's senior associate, helping Russell with research, client reviews, and events. She has worked in the financial services industry for over 20 years.
She received a BS from the UConn Storrs School of Business with a major in finance. She received her Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania and also holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards in Denver, Colorado. Her industry registrations include the FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law), and NASAA Series 66 (Uniform Combined State Law.) She is also a notary public.
In her free time, Lori likes to mountain bike, golf and kick about with her husband, Frank and their golden retriever, Sadie.
Office Assistant for James Tyrrell
Beth has worked as a registered office assistant for James Tyrrell’s advisory team since 2000.
She has a BS in business administration from Bryant College with a major in management.
To increase her knowledge of the industry and to assist Jim, Beth’s industry registrations include FINRA Series 7 (General Securities Representative), the FINRA Series 6 (Investment Company & Variable Contracts Products Representative), NASAA Series 63 (Uniform Securities Agent State Law Examination), and NASAA Series 65 (Uniform Investment Advisor Law examination), which she holds as a registered staff member with Commonwealth Financial Network®. She is also a notary public.
Beth and her husband, Mark, live in Cromwell, Connecticut, with their children, Caitlyn and Michael.
Director of First Impressions, part-time
Kelly joined Heritage Capital Advisors in February 2014 as director of first impressions, part-time. She is the friendly voice that answers the phones and the first smile clients see when they walk in the door. She provides administrative support to all advisor teams and works on special projects.
She graduated from Central Connecticut State University with a bachelor’s degree in marketing and is a notary public.
Kelly and her husband, Ryan, live in Newington, Connecticut, with their children: Alyson, Colin, and Brooklyn. In her free time, she enjoys spending time with family, biking, and going for walks.
Paula is no stranger to the partners of Heritage Capital Advisors. During the ‘90s, Paula joined the original Heritage Financial Associates as a retirement planning specialist. As a result of her strong public relations skills and her passion for sports, Paula was offered a once-in-a-lifetime opportunity with the NHL to serve as business development manager for the Hartford Whalers Hockey Club (now known as the Carolina Hurricanes), followed by another incredible offer to join the PGA Tour as director of membership sales and marketing for the Tournament Players Club (TPC) at River Highlands in Cromwell, Connecticut. She has extensive real estate lending experience, which she gained as credit manager for Gibraltar Savings & Loan out of Richmond, Virginia, and is founder of pfSolutions, LLC, a marketing/public relations consulting practice specializing in client development and retirement strategies for business owners. In addition, she satisfies her love for golf by serving as director of membership at Shuttle Meadow Country Club in Kensington, Connecticut.
Paula graduated valedictorian of her high school class and magna cum laude from the University of Rhode Island with a degree in psychology and communication. Her love for animals and passion for animal welfare has her serving as volunteer for Our Companions Domestic Animal Sanctuary, a nonprofit organization leading the movement to end the unnecessary euthanasia of pets in Connecticut.
Paula resides in West Hartford with her two adorable rescued cats, Cali and Lyla. She may be reached at her West Hartford office at 860.233.6403.