- Opened the Philadelphia office for Heritage in 2004 and became president in 2021
- Industry leader
- 30 years of experience in historic preservation/historic tax credits
Cindy joined Heritage in 2004 and became president in 2021. In this capacity, Cindy develops strategies for owners to maximize rehabilitation incentives and she represents clients in negotiations through all aspects of the historic tax credit process. With 25 years of experience in the industry, Cindy has a comprehensive understanding of the regulatory process and is adept at identifying creative solutions to achieve favorable outcomes for clients.
Prior to joining Heritage, Cindy worked as a Mid-Atlantic regional historic consultant, listing dozens of buildings in the National Register and managing hundreds of historic tax credit projects. With a background in architectural conservation, Cindy developed specialties in historic building technologies and architectural finishes.
Cindy holds a Bachelor of Science in Environmental Design and Planning from the State University of New York at Buffalo and a Master in Science in Historic Preservation from the University of Pennsylvania. Cindy has also completed advanced coursework in architectural conservation at the Smithsonian Center for Materials Research and Education.
- Project management
- Prepares historic tax credit applications, National Register nominations, and local preservation assessments
- Specializes in due diligence
Since joining Heritage as an Associate in 2007, Nick has developed specific expertise in the historic tax credit and National Register programs, having consulted on the historic redevelopment of buildings throughout the country. As a LEED AP BD+C-accredited professional, he is well-versed in the use of sustainable design practices on historic rehabilitation projects. Nick is responsible for overseeing Heritage’s Due Diligence services.
Prior to joining Heritage, Nick worked as a program associate at the New Jersey State Historic Preservation Office, reviewing projects under the auspices of Section 106. In that role, Nick developed an expertise in transportation project review for federal transportation enhancement-funded initiatives. He also assisted in the eligibility assessments of projects utilizing the federal historic tax credit program.
Nick holds a Bachelor of Arts in History from the State University of New York at Buffalo and a Master of Science in Historic Preservation from the University of Pennsylvania.
Vice President, Midwest Regional Director
- Served as Deputy SHPO
- 10 years experience SHPO historic tax credit project reviewer
- 20 years experience as a preservation architect
Jen Davel joined Heritage Consulting Group in 2021 as the Midwest Regional Director. She is responsible for business development and the management of Heritage’s projects in the Midwest region.
Prior to joining Heritage, Jen worked in the Wisconsin State Historic Preservation Office (SHPO) as Deputy SHPO and Tax Credit Reviewer. Prior to working with SHPO Jen worked for Strang Architects where she oversaw the Mineral Point Opera House restoration. An important part of Jen’s training in preservation architecture came from her tenure with both Miller Dunwiddie Architects in Minneapolis and Uihlein Wilson Architects in Milwaukee. Jen takes pride in forming relationships with architects and developers to create the best outcomes.
Jen received a Bachelor of Arts in Architecture from the University of Minnesota in Minneapolis, and a Master of Architecture with a certificate in Preservation Studies from the University of Wisconsin, Milwaukee.
- 10+ years of experience as a historic preservation professional
- Prepares Historic Tax Credit Applications National Register Nominations
Linda Santoro joined Heritage Consulting Group in 2020 as an Associate. Linda prepares National Register nominations and historic tax credit applications.
Prior to joining Heritage, Linda worked at the Massachusetts State Historic Preservation Office for nearly a decade as a Preservation Planner. In that role, Linda reviewed historic tax credit applications and reviewed projects under the auspices of Section 106 and environmental law, and assessed the eligibility of historic resources for listing in the National Register of Historic Places.
Linda received a Master’s Degree in Historical Archaeology from the University of Massachusetts and has completed post-graduate coursework in historic preservation.
- Prepares Historic Tax Credit Applications, Historic Assessments, and National Register Nominations
- Specializes in Due Diligence and Section 106 Consultation
Michael LaFlash joined Heritage Consulting Group in 2020 as a Junior Associate. Michael conducts archival research, assists in the preparation of historic tax credit applications, and performs due diligence services.
Prior to joining Heritage, Michael worked as a Historic Preservation Assistant at the New Jersey State Historic Preservation Office, reviewing Section 106, historic tax credit, and New Jersey Register Review projects. Michael also has experience working with various non-profit preservation organizations in Massachusetts, Maine, and Pennsylvania.
Michael received a Bachelor of Arts in History from Villanova University and a Master of Arts in Historic Preservation Planning from Cornell University.
- 3+ years of experience as a historic preservation professional
- Prepares Historic Tax Applications and National Register Nominations
- Specializes in Due Diligence
Erin Ward joined Heritage Consulting Group in 2020 as a Junior Associate. Erin assists in the preparation of National Register nominations, historic tax credit applications and due diligence reports.
Prior to joining Heritage, Erin worked as Preservation Coordinator at Preservation Design Partnership (PDP) in Philadelphia. At PDP, Erin worked on the restoration of the New Jersey State Capitol and the conservation and preservation of the National Historic Landmark Alamo in San Antonio. She also worked at Lominak Kolman Smith Architects (LKS) in Savannah, GA. At LKS Erin partnered with local governments to complete historic resource surveys and the National Park Service to complete an assessment of the Savannah Historic District, a National Historic Landmark district in Savannah, GA.
Erin received a Bachelor of Fine Arts in Visual and Critical studies from the School of Visual Arts in New York City, and a Master of Fine Arts in Historic Preservation from the Savannah College of Art and Design.
Tracey A. Fortier
Tracey A. Fortier joined Heritage Consulting Group in 2022 as an Associate. Tracey prepares historic tax credit applications and National Register nominations.
Prior to joining Heritage, Tracey worked at the Massachusetts State Historic Preservation Office for nearly 8 years as a Preservation Planner. In that role, Tracey managed construction and preservation planning grant projects and prepared preservation easements. Tracey also worked for Historic New England as a regional administrator for historic house museums and study properties.
Tracey holds a Master of Science in Historic Preservation from the University of Vermont and a Bachelor of Arts in Architecture from Smith College.
- Prepares historic tax credit applications, National Register nominations, and local preservation assessments
- Specializes in state HTCs
Nate Curwen joined Heritage Consulting Group in 2017 as a Junior Associate. Nate conducts archival research, writes National Register Nominations, and assists in the preparation of historic tax credit applications.
Prior to joining Heritage Consulting Group, Nate worked as an intern for the York County History Center and the Huntingdon County Historical Society, both of which are located in Pennsylvania, where he assisted in archival research and documentation. He also worked as an intern for a historic tax credit consulting firm in New England where he assisted on historic tax credit projects.
Nate received his Bachelor of Arts in History from Penn State University, and Master of Arts in Preservation Studies with a concentration in Architectural History from Boston University.
- Window specialist with a degree in Architecture
- Documentation and drawings
- 47 years in construction including 38 years of experience in the window industry
After collaborating with Heritage on dozens of historic rehabilitation projects, Sam formally joined the company in 2013. In his role as Window Specialist, Sam assists clients in the evaluation of existing window conditions and the selection of proposed replacements where necessary. With over 30 years of experience in the commercial window industry, Sam’s familiarity with commercial window manufacturers and their products is unsurpassed. His comprehensive knowledge of the requirements of historic regulatory programs helps streamline the review process by identifying replacement windows that will meet design review requirements. Sam’s longstanding reputation within the industry and with state and federal reviewing agencies is a valuable asset to the Heritage staff and our clients.
Prior to joining Heritage, Sam represented several large commercial window manufacturers for over three decades. He was instrumental in bringing the commercial aluminum window industry into the historical window replacement marketplace, guiding the industry toward the design of custom products and new strategies for window replacement in historic buildings.
Sam holds a Bachelor of Arts in English Literature from the University of Rhode Island and a Bachelor of Architecture from the Frank Lloyd Wright School of Architecture.
Founder / Advisor
- 40 years of experience in historic tax credits
- Contributor to Novogradac Journal of Tax Credits and Hotel Executive
John started Heritage in 1982 when the historic preservation field was still in its infancy. John was working at the Oregon State Historic Preservation Office, responsible for reviewing HTC applications. He saw that developers and architects were submitting applications where they clearly did not understand the program rules, and also did not put their projects in a favorable light. John believed that, with proper guidance, applicants could secure NPS approvals quicker, achieve an overall better project and, by being efficient, be more profitable. These were the guiding principles he used to form Heritage.
With the firm based in Portland, John quickly established a reputation as a tenacious advocate for his clients. John is well regarded as a voice for the private developer in the continuing public debate on how to create better HTC program. In addition to frequently speaking at conferences for both public and private sectors, he also has a regular column in Novogradac’s Journal of Tax Credits.
John is a board member of Preservation Action, the National Housing and Rehabilitation Association and an active participant in the Historic Tax Credit Coalition, sitting on their Historic Preservation Committee. Over the years, he has sat on many Governor-appointed boards, appointed by Governor Theodore Kulongoski to Oregon’s Task Force on Historic Property, and was elected its Chair. He currently serves as a Governor-appointed board member of the Oregon Cultural Trust.
- 43 years of experience in historic preservation
- 22 years of experience with historic tax credit projects
- 10 years with the National Trust for Historic Preservation
Rob joined Heritage in 1992 as a program associate. Today, as Vice President, he is responsible for direct management of Heritage’s projects in the Portland office. This work includes strategic analysis, public policy, cultural resource evaluation, National Register nominations and historic tax certification applications.
Rob’s career in historic preservation began in 1976. He graduated with honors from Drake University with a Bachelors of Arts in History and Economics, and earned a Masters of Arts in History from Iowa State University. Rob worked at the National Trust for Historic Preservation’s D.C. Office, where he was responsible for the Trust’s public policy and programs associated with interpretation, research, public events, special uses, marketing and heritage tourism.
Having over 39 years of historic preservation experience, Rob is particularly versed in the field of heritage tourism, historic property redevelopment and historic site development.
Working in the field for over thirty years, Chris has developed a well-rounded background in historic preservation. While earning a Masters degree from the University of Pennsylvania, she was employed by the Clio Group to conduct paint and mortar analyses of historic structures. Her preservation work continued in Boston as a consultant for the Architectural Conservation Trust for Massachusetts, preparing historic tax credit applications and National Register nominations. Chris subsequently cofounded Tremont Preservation Services, where she worked on a wide range of interesting and challenging projects over a period of twenty years before establishing Essex Preservation Consulting in 2018. Essex Preservation formally affiliated with Heritage Consulting Group in 2022.