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Building strong relationships
and client-focused portfolios.

We love working with our clients — really getting to know them. 

Understanding what drives them, what their money needs to do for them now … and well into the future.

It all helps us know how to best design and manage an individual portfolio that fits you today and grows with you through life’s many seasons.

With decades of combined experience, the investment team at Chestnut Street has been building relationships and confidence with the great people of Lancaster County by creating and managing investment portfolios that focus on each client’s specific needs and goals.

Our priority is personal service and sound investment advice to preserve and grow your wealth.

Lili Speros Photo
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Lili Speros

Client Service Associate

With more than five years of customer service experience, Lili Speros shares her friendly, positive attitude with everyone who walks through the door of Chestnut Street Investment Counsel. She is an honors graduate of Temple University eager to continue developing her knowledge and skills in the investment field. Lili will be taking the Uniform Investment Adviser Law Examination (Series 65 exam) in the upcoming year.

Beth Ann Vulopas Photo
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Beth Ann Vulopas

Managing Principal

After attending Millersville University and completing coursework through The American Institute of Banking, Beth began her career at the former Bank of Lancaster County. In 1998, she joined Wheatland Advisors, a registered investment firm. With roles in administration, operations and client relations, Beth spent 22 years developing a thorough understanding of the full scope of fiduciary investment services. In 2020 she established Chestnut Street Investment Counsel to serve the needs of individuals throughout the region.

Richard P. Heilig Photo
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Richard P. Heilig

Portfolio Manager

A graduate of Westminster College (1969), Rick has spent his entire career in the Investment and Trust Management field. After serving as a captain in the Marine Corp, he was employed as a stockbroker in Lancaster, PA and then joined the Commonwealth National Bank Trust Department in 1974. Rick served as a vice president and senior trust officer for the New Holland Farmers National Bank for nearly 10 years. He went on to establish Wheatland Advisors, a Lancaster County based registered investment firm, in September 1987. He is a graduate of the National Trust School at Northwestern University and a member of the Financial Analysts of Philadelphia.