Jeremiah Dellas CFP®, CPFA®

President

Jeremiah Dellas, CFP®, CPFA®, is President of Heirloom Wealth Partners and a distinguished financial advisor with more than two decades of experience in financial services.

Mr. Dellas held significant roles at notable firms such as LPL Financial, Fifth Third Securities, and Waddell & Reed, bringing deep expertise in wealth management, retirement planning, and investment strategies.

Jeremiah is actively involved in both national and local community organizations and currently serves on LPL’s PAC Advisory Council and the 50 State network, advocating for the best interests of clients.

Beyond his professional pursuits, he is passionate about volleyball, both coaching and playing the sport. Jeremiah resides in St. Louis with his wife, their three sons, and two energetic poodles.

This blend of professional excellence, community involvement, and personal passions shapes Jeremiah’s holistic approach to financial advising and client relationships.

Bonham E Freeman

Wealth Advisor

Ed has a background in journalism and newspaper publishing. He has degrees in Business Administration from Central Missouri State University and a degree in Journalism from the University of Missouri. He started his financial services career in 1996 with Merrill Lynch. After 16 years he left Merrill with the title of Asst. Vice President, Senior Investment Associate. Wishing to join a less structured organization, Ed joined Waddell and Reed Financial. Waddell and Reed was purchased by LPL Financial in 2021.

With nearly 30 years of experience in helping clients reach their financial goals Ed has built his business around serious investors. He shuns prospects whose goals are to “hit a lick” in the stock market in favor of those looking for financial security and reaching their life goals. He often tells clients he may not give them something to brag about on the golf course, but he will keep them on the golf course.

Ed stresses that reviewing the complete financial picture is paramount in putting together a successful investment program.

Ed’s approach is to demystify investing. He says, people often get caught up with jargon and data. While interesting, that information rarely leads to reaching financial goals. Investments are tools and learning how to use those tools are the key to investment success. You need a plan to establish where you want to go and the best route to get you there.

Maureen Flanagan

Wealth Advisor

Ms. Flanagan is a dedicated Wealth Advisor and a Certified Plan Fiduciary Advisor designee who believes that the most effective financial plans are those shaped around each client’s unique needs, values, and dreams—guiding them toward lasting stability and success.

Maureen's interest in finance began as a girl when she helped her father track market information and review family investment ledgers, learning the value of strategic, thoughtful saving. Just as her father encouraged her to do from the beginning at home, Maureen looks forward to helping each client build financial confidence through education and informed guidance.

Outside of her professional life, Maureen enjoys cooking, spending time with her two children––Josie and Christopher––and their families, including two grandchildren, Finnegan and Jameson. She is active in her parish community and values meaningful connections with friends and loved ones.

K. Marjorie Dellas

Director of Marketing

Mrs. Dellas brings experience in event planning, public relations, and the insurance industry to Heirloom Wealth Partners.

She develops transparent marketing materials that reflect Heirloom Wealth Partners’ values and supports consistent, meaningful client engagement.

Outside of work, Marjorie enjoys dining out and listening to live music with her husband, Jeremiah. She takes pride in encouraging her children to embrace authenticity and lives in Chesterfield, MO, with her family and two standard poodles, Roxie and Razzle. Her many creative interests include knitting, drawing, writing, photography, singing, dancing, cooking, journaling, and reading nonfiction.