2015 National Emerging
Practice of the Year

Peak Advisor Alliance

Team

 

Our Team

Allison Geiger, CFP®

214-446-2100

Allison Geiger, a CERTIFIED FINANCIAL PLANNER™ professional, is an award winning financial planner, and serves as the Managing Director and Head of the Dallas Office at Heritage Financial Planning. Earlier in her career, Allison...

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Steve Blankenship, CFP®

817-410-2500

Steve Blankenship, a CERTIFIED FINANCIAL PLANNER™ professional, is the founding principal of Heritage Financial Planning in Grapevine, Texas. Steve founded Heritage Financial Planning in order to be a beacon among the overwhelming...

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Paul Streiber, M.B.A., CFP®, CRPC®

817-410-2500

Paul Streiber is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM and an investment advisor representative whose depth of knowledge and years of experience help his financial planning and...

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Kelsey Norton

214-446-2100

As an Associate Planner, Kelsey is dedicated to supporting the Senior Planners in providing the best financial advice available for each client’s specific situation. Kelsey works with clients on their action steps, produces reports for...

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Wealth Enhancement Team

Catherine Marrs. CEP

Certified Admissions Advisor

Catherine Marrs is recognized as one of the leading independent admissions counselors in the North Texas region. Throughout her career, she has helped place hundreds of students in colleges and universities worldwide. An active member...

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Tom Clark

Social Security Specialist

Having worked for the Social Security Administration for 33 years under different titles such as Claims Representative, Operations Supervisor, Field Representative and Public Affairs Specialist, Tom is the Social Security expert. Tom...

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