Team
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.
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...
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...
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...
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...
