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Shannon James Interview

Shannon James Interview

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...
John McCarthy Interview

John McCarthy Interview

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...
Stacey Spedden-Irrgang Recently Mentioned in Forbes

Stacey Spedden-Irrgang Recently Mentioned in Forbes

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...
Alejandro Jerez Interview

Alejandro Jerez Interview

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...
Tom Spray-Fry Interview

Tom Spray-Fry Interview

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...
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