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Shannon James Interview

Shannon James Interview

by Olivia Schneiderhan | Apr 9, 2021 | Uncategorized

Shannon James Interview How long have you been with Heritage Financial? I have been with Heritage as an advisor since 2018. Before joining the...
John McCarthy Interview

John McCarthy Interview

by Olivia Schneiderhan | Apr 9, 2021 | HFC Authored Articles, Our Insights

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...
2021 Q1 Letter

2021 Q1 Letter

by Olivia Schneiderhan | Apr 1, 2021 | Client Communication, Our Insights

Out with the old and in with the new. A new year offers the opportunity to begin again. This couldn’t have been truer than the first quarter 2021....

Stacey Spedden-Irrgang Recently Mentioned in Forbes

by Olivia Schneiderhan | Mar 26, 2021 | In the News, News

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 | HFC Authored Articles, Our Insights

Alejandro Jerez Interview How long have you been with Heritage Financial? I have been with Heritage as an advisor since 2018. Before joining the...
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Recent Posts

  • Shannon James Interview
  • John McCarthy Interview
  • 2021 Q1 Letter
  • Stacey Spedden-Irrgang Recently Mentioned in Forbes
  • Portfolios Are No Different From Gardening

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