• About
    • The HFC Difference
    • Community Involvement
  • Locations
  • News
  • Careers
    • Careers – Financial Professionals
    • Experienced Professionals
    • Students and Graduates
  • CLIENT LOGIN
Heritage Financial Consultants
  • Who We Are
    • Planners & Staff
  • What We Do
    • Financial Planning
      • Retirement Planning
    • Investment Management
    • Estate Planning Strategies
    • Risk Management / Insurance
    • Family Vision & Legacy
    • Business Ownership & Succession Planning
    • Corporate Executive Services
    • Employer-Sponsored Retirement Plans
  • Who We Serve
    • Executives
    • Business Owners
    • Retirees
    • Families
    • Corporations
    • Nonprofits
  • Our Insights
    • Client Communication
  • Contact
Select Page
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...
Portfolios Are No Different From Gardening

Portfolios Are No Different From Gardening

by Nasser Ali | Mar 25, 2021 | Archived

Spring has officially arrived. This past winter was a particularly harsh one for most, making Spring days a welcome change. The longer warmer days...
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...
Businesses Prepare for Post-COVID Lifestyle

Businesses Prepare for Post-COVID Lifestyle

by Nasser Ali | Mar 18, 2021 | Archived

Heigh-ho, Heigh-ho… it’s off to work we go! What’s important to all of us is the ability and opportunity to earn a living. COVID took a large gash...
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...
Stacey Spedden Interview

Stacey Spedden Interview

by Olivia Schneiderhan | Mar 12, 2021 | Archived

Stacey Spedden Interview How long have you been with Heritage Financial? I have been with Lincoln in general for 27 years. Then I joined Heritage...
« Older Entries
Next Entries »

Recent Posts

  • Q1’s Surprising GDP Contraction
  • April’s Ups and Downs: Understanding Headline Risk
  • ESG Investing: Aligning Values with Wealth
  • Weathering Market Storms
  • 2025 Q1 Letter

Recent Comments