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.  

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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...

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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...

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Christina Winn, a Financial Paraplanner Qualified Professional™, is the Director of Client Service. Christina ensures that the client experience at Heritage Financial Planning is second to none. Under Christina’s leadership...

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Mary Chastain is the National Director of Operations at Heritage Financial Planning. She is responsible for firm operations across the United States and is the leader of the entire operations team. Mary began her career in the...

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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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