Heritage Wealth Solutions

07/01/2026

Matching smiles, matching designation. 😁😁

David and I are proud to share that we earned our AIF® last month, which stands for Accredited Investment Fiduciary.

What it means in plain terms: we've committed to following a fiduciary standard in our advisory relationships, so your interests come first when we're giving advice on advisory accounts.

This doesn't change how we work with you. It formalizes something we've done all along: acting as a fiduciary in our advisory relationships and putting your interests ahead of our own.

The designation just puts a standard and a name to it. It means we've gone through the training and committed, in writing, to a fiduciary process for how we give advice and manage advisory accounts.

If you've worked with us, none of this will feel new. That's kind of the point.

Nothing about your plan or our conversations changes. We wanted to share it because we're proud of the work behind it.

I dropped a short video in the comments that walks through what an AIF® designation actually means if you want to dig in a little more.

01/29/2026

January isn't just about resolutions. It's the most important month for your financial future.

The decisions you make (or don't make) in the next 30 days will impact your retirement for decades.

Here's what most people miss:

→ You have until April 15 to make 2025 IRA contributions, but waiting costs you money

→ New catch-up contribution rules took effect this year - if you're over 50 and earn $145K+, you need to know this

→ RMD ages have changed AGAIN, and confusion could cost you thousands

→ 2026 contribution limits increased - are you maximizing them?

We put together a complete guide: 7 Financial Steps to Take in January to Start 2026 Off Right. Plus, we're sharing a downloadable checklist so you don't miss anything.

Just follow the link 👉https://heritagewealth.pro/7-financial-steps-to-take-in-january-to-start-2026-off-right/

Let's make 2026 your best financial year yet.

https://www.raymondjamesconnect.com/aFmE57

12/04/2025

A few weeks ago, I had the privilege of hitting the links with Brian Harrison, Craig Perkins, and Bobby Patterson for the Fresh Start Women's Foundation Golf Classic—and what a day it was.

Serving on the Men's Board for Fresh Start is one of the highlights of my year. This organization does incredible work supporting Phoenix women as they build financial independence and transform their lives. Planning this event annually reminds me that impact happens when community comes together around a shared purpose.

This year, we raised a record-breaking $580k+, the highest in the event's history. Every dollar goes toward empowering women through education, career development, and support services that create lasting change.

Brian, Craig, Bobby—thank you for your partnership, your generosity, and for making the day memorable.

Next time I'll remember my golf shoes. Lesson learned!

To everyone who participated, bought a raffle ticket, donated, or supported Fresh Start this year: thank you. This is what community looks like, and I'm proud to be part of it.

If you'd like to learn more about Fresh Start Women's Foundation and the work they do in our community, visit freshstartwomen.org.

04/15/2024

A short read if you are considering a new advisor relationship. Tax season is not the only time of year to seek financial guidance!

starthealthy.com

01/24/2023

I was recently featured in this helpful financial article. I hope this is a helpful read!

www.moneygeek.com

04/29/2019

Implementing an Employee Financial Education program can help limit their personal financial stress. Contact me today.

04/22/2019

Financial plans and financial goals go hand in hand. Once you know your financial goals, you can build clear plans to get there.