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 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 of 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 fly fishing, alpine skiing, and anything outdoors.
Peter G. Yacovone, CFP®
Pete has provided advice and guidance to clients since 1985. He approaches each client relationship both individually and holistically—it is rare to find two people with the same goals and resources. Much of his interaction with clients is educational, spanning the areas of investing, retirement planning, estate planning, and insurance. Coordinating expert advice from his clients’ additional professionals in tax accounting, estate planning, and insurance, he creates a complete client-centric relationship. In addition to individuals, Pete also works with business owners to integrate employee and executive benefits with their personal planning. After 19 years of working with several regional and national brokerage firms, Pete rejoined his friends and past partners at Heritage Capital Advisors in October 2018.
Pete earned a bachelor of science in finance from the University of Connecticut, Storrs, and an MBA in investment finance from the University of Hartford in West Hartford, Connecticut. He has attained the CERTIFIED FINANCIAL PLANNER™ certification through the Certified Financial Planner Board of Standards in Washington, D.C.
He holds various industry registrations, including FINRA Series 7 (General Securities Representative), 9 & 10 (NYSE Branch Office Manager), and 24 (General Securities Principal); NASAA Series 63 (Uniform Securities Agent State Law Examination) and 65 (Uniform Investment Adviser Law Examination); and NFA Series 31 (Futures Managed Funds Examination). Pete is a Registered Representative and an Investment Adviser Representative with Commonwealth Financial Network®.
Pete has lived in the Hartford, Connecticut area his entire life and currently resides in Glastonbury with his wife, Teresa, and their four children: Nicholas, Katharine, Gabrielle, and Madeline. His hobbies include gardening, reading, cheering on the Red Sox, and experiencing new wines with a local wine group.
Pete can be reached directly by calling
Client Concierge Representative and Operations Assistant
Sarah joined Heritage Capital Advisors in January 2022. As Client Concierge Representative and Operations Assistant, she is responsible for assisting in the day-to-day operations of our firm and delivering an exceptional customer service experience that our clients have come to expect and deserve.
Sarah has over 13 years of customer service experience in the financial services industry. Prior to joining Heritage Capital Advisors, she was Senior Office Service Representative, at KPMG, responsible for the implementation of client care and support solutions.
Sarah is a Glastonbury native. She graduated from Glastonbury High School and attended the University of Hartford focusing her studies on business administration.
Sarah currently resides in Glastonbury. She is an avid fan of soccer and is passionate about animals and their well-being; having volunteered at local animal shelters and rescuing many animals herself. She has many fond memories of spending her childhood at her family’s beach house on Cape Cod.
Director of Client Services and New Business for James Tyrrell
Beth is the Director of Client Services and New Business for James Tyrrell at Heritage Capital Advisors, LLC. She is responsible for maintaining the highest levels of customer service possible. Working directly with James’ and his clientele, Beth schedules all client appointments, manages client-related communication, and prepares client reviews. She has worked as a registered office assistant for James Tyrrell’s advisory team since 2000.
She graduated from Bryant College (now known as Bryant University), in Smithfield, Rhode Island, with a BS in business administration.
To increase her knowledge of the industry and to assist James, 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 resides in Cromwell with her family. She enjoys being at the beach, reading, practicing yoga, and spending time with family and friends.
If you would like to contact Beth directly, please call 860-659-8886, x326.
Director of Client Services and Operations for Russell Bell
Margie joined Russell Bell’s advisory team in November 2006.
Margie is a proud U.S. Navy veteran; she served a total of 10 years in the service, which included two overseas tours (Bahrain and Italy) and back-to-back sea duty aboard USS Emory S. Land (AS 39) and USS Kearsarge (LHD 3) as a radiac calibration technician and SPS-49 air search radar technician, respectively.
She earned a B.S. in business management from Western Governor’s University. To increase her knowledge of the industry, and to assist Russell, Margie’s industry registrations include FINRA Series 6 (Investment Company and Variable Contracts Products Representative), FINRA Series 63 (Uniform Securities Agent State Law Examination), and Connecticut Producer license (Life, Health and Accident Insurance), which she holds as a Registered Staff member with Commonwealth Financial Network®. She is also a notary public.
In her free time, she enjoys spending time with her husband, Paul, and their son, Axel, and their three small/medium dogs.
Manager, Client Services for Russell Bell
Kelly joined Heritage Capital Advisors in April 2014. She provided administrative support to all advisor teams and worked on special projects. You may have seen her when visiting the office or even spoken with her over the phone. In October 2018 she joined Russell Bell's advisory team as Manager of Client Services.
Prior to joining Heritage Capital Advisors, Kelly had several years of experience in a variety of fields including marketing and business administration. She has strong communication, customer service, and administrative skills along with extensive office experience. 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.
Director of Operations and Marketing for James Tyrrell
Dina is the Director of Operations and Marketing for James Tyrrell at Heritage Capital Advisors. Her areas of responsibility include the day-to-day operations and marketing of James’ practice.
Dina has been in the financial services industry since 1991. She joined James’ practice in 1997 as his administrative assistant and then took some time away to raise her children. Now that the kids have flown the nest, Dina is back working alongside James and Beth.
Dina resides in Bolton, CT, with her family. She enjoys cooking, reading, cycling, and spending time with her family and friends.
If you would like to contact Dina directly, please call
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 a 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 as 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 a 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.