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

- Private Asset Management Magazine



Our Team

Chad Smith serves as a Managing Director at Heritage Financial Planning.  Chad has served high-net worth clients for over 20 years and has appeared in Financial Planning, Investment News, Accounting Today and The Wall Street Journal.  

Read more

Allison Geiger, a CERTIFIED FINANCIAL PLANNER™ professional, is an award-winning financial planner* and serves as a Partner and as the 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. Steve founded Heritage in order to be a beacon among the...

Read more

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...

Read more

Wealth Enhancement Team

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