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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...
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...
Tom Spray-Fry Interview

Tom Spray-Fry Interview

by Olivia Schneiderhan | Mar 12, 2021 | HFC Authored Articles

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 | HFC Authored Articles

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...
Pat DeDea Interview

Pat DeDea Interview

by Olivia Schneiderhan | Mar 11, 2021 | HFC Authored Articles, Our Insights

Pat DeDea Interview How long have you been with Heritage Financial? I have been with Heritage for 10 years. The group I was with for 10 years before...
2020 Annual Report

2020 Annual Report

by Markus Richter | Jan 21, 2021 | Client Communication, HFC Authored Articles, News

The Heritage team is pleased to share its first annual report, featuring a look back on 2020.  This past year has been one of unexpected changes and...
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Recent Posts

  • Shannon James Interview
  • John McCarthy Interview
  • 2021 Q1 Letter
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  • Portfolios Are No Different From Gardening

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