advisorsAs a boutique investment firm established in 2003, our team provides a remarkable depth of expertise in investment management, financial planning, estate planning, and trust administration.

We offer a high level of client communication, education, and support, always accessible to provide you with the financial knowledge and advice you need, when you need it.

Gary Ollmann, President & Managing Partner

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Gary is the Founder and President of Heritage Way Advisors, LLC. He oversees all firm operations, client relationships, and the investment of client assets.

Gary formed Heritage Way Advisors, LLC in 2003 after 18 years of investment, wealth management, and trust experience in the banking industry. He was a Senior Vice President with AMCORE Investment Group in Rockford, Illinois, where he established and managed the Wealth Management Group that provided investment management and financial advisory services to affluent individuals and families. Before that, Gary worked at SunTrust Bank in Atlanta, Georgia, the biggest investment manager in the southeastern United States. Gary was responsible for many of the bank’s largest investment management relationships.

Gary holds a Masters of Business Administration with Highest Honors from the University of Chicago and a Bachelor of Science in Finance with High Honors from Illinois State University. He graduated with Honors from the National Graduate Trust School. Gary holds the Charter Financial Analyst (CFA®) designation and is a member of the CFA® Society of Chicago.


Joan Ollmann, Vice President & Chief Compliance Officer

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Joan has fulfilled many significant roles since the founding of Heritage Way Advisors, LLC. She currently serves as the Vice President and Chief Compliance Officer and performs all the duties related to Heritage Way Advisors, LLC’s regulatory requirements including the implementation and monitoring of the firm’s compliance program. Joan also handles the company's accounting functions.

Joan was the Systems Manager for an Illinois-based bank holding company, where she directed the implementation of a new software and computer system for the trust departments of the eight banks in this holding company. Joan spent her early career as the Trust Operations Officer for a large bank in Champaign, Illinois, where she managed the trust operations staff and the client support, computing, and compliance functions for the department.

Joan holds a Bachelor of Science degree in Accounting from the University of Illinois.


Eric Wendt, Partner & Portfolio Manager

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Eric is a Portfolio Manager and Partner of Heritage Way Advisors, LLC. He works closely with his clients to help them reach their financial goals and objectives. In addition to managing his client relationships and investment portfolios, Eric supports other portfolio managers at the firm by fulfilling the role of backup on additional client relationships. Eric also assists Joan Ollmann with the company’s compliance program, performing tasks and reviews that enable the firm to meet its regulatory obligations.

Eric joined Heritage Way Advisors, LLC in 2008, following his graduation from Southern Illinois University-Edwardsville. He earned a Bachelor of Science degree, cum laude, in Business Economics and Finance. Eric holds a Series 65 license and is a CFP® professional.


Mike Ollmann, Partner & Portfolio Manager

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Mike is a Portfolio Manager and Partner of Heritage Way Advisors, LLC. He works closely with his clients to help them reach their financial goals and objectives. In addition to managing his client relationships and investment portfolios, Mike supports other portfolio managers at the firm by fulfilling the role of backup on additional client relationships. Mike works with Gary Ollmann in developing the investment strategies used in managing the firm’s client investment portfolios. He supports and maintains the computing, networking, and communications systems for the firm. Mike monitors the company's cybersecurity programs.

Mike joined Heritage Way Advisors, LLC in 2016 after working for several years as a Financial Analyst at two large companies. He managed the budgeting process, prepared sales forecasts, and reported on sales results to senior management. Mike earned a Bachelor of Science degree in Finance from the University of Illinois. Mike holds a Series 65 license and is a CFP® professional.


Patrick McKnight, Portfolio Manager

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Patrick is a Portfolio Manager for Heritage Way Advisors, LLC. He works closely with his clients to help them reach their financial goals and objectives. In addition to managing his client relationships and investment portfolios, Patrick supports other portfolio managers at the firm by fulfilling the role of backup on additional client relationships. Also, Patrick does much of the trading for the firm's clients.

Patrick joined Heritage Way Advisors, LLC in 2017. He previously worked at a large locally-owned bank during high school and college. Upon his graduation from college, the bank hired Patrick as a full-time Research Analyst and Wealth Advisor Assistant. He provided financial analysis of potential investments and supported portfolio managers through trading and report preparation. Patrick earned a Bachelor of Science degree in Business Administration from Beloit College. Patrick holds a Series 65 license and is a CFP® professional.