by Olivia Schneiderhan | Apr 9, 2021 | Archived
Shannon James Interview What led you to Heritage Financial? I’ve been working in the financial industry since 2004 and exclusively with Stacey since...
by Olivia Schneiderhan | Apr 9, 2021 | Archived
John McCarthy Interview What led you to Heritage Financial? At the time when the group was formed in 1999, it made sense to me at that point to be...
by Olivia Schneiderhan | Mar 26, 2021 | Archived
Heritage Financial Partner and Planner, Stacey Spedden-Irrgang was recently recognized by Forbes in their America’s Top Women Wealth Advisors List...
by Olivia Schneiderhan | Mar 25, 2021 | Archived
Alejandro Jerez Interview How long have you been with Heritage Financial? I have been with Heritage as an advisor since 2018. Before joining the...
by Olivia Schneiderhan | Mar 12, 2021 | Archived
Tom Spray-Fry Interview How long have you been with Heritage Financial? I started in 2000 when there was an all-time high in the market, then the...
Recent Comments