2016 National Lifestyle
Firm of the Year
Private Asset Magazine 



Our Team

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...

Read more

Steve Blankenship, a CERTIFIED FINANCIAL PLANNER™ professional, is the founder of Heritage Financial Planning in Grapevine, Texas; Dallas, Texas; and Atlanta, Georgia. Steve founded Heritage in order to be a beacon among the...

Read more

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...

Read more

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...

Read more

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...

Read more