2018 Best Private Wealth Manager
Client Service - Firms Under $5 Billion

- Private Asset Management 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...

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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...

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Christina Winn is the Director of Client Service. Christina ensures that the client experience at Heritage Financial Planning is second to none. Under Christina’s leadership, the firm has been recognized nationally, most recently...

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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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