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About Us

Since our inception, AHF has been totally focused on building a strategic, quality insurance and financial planning firm.

American Heritage Financial was founded and based around two ideas. First, create a company that would be a career opportunity for Financial Professionals by having quality insurance companies and products available for their clients. Secondly, we work for our clients not the insurance companies. We base our decisions for products off of the conversations we have with each individual client we represent. We believe there is not a “one size fits all” with insurance products. You have to look at each client’s situation as a whole and base your financial strategy consistent with the client’s way of thinking, not your own.

AHF focuses on creating a financial strategy to get you to your retirement or through it without the worry of unexpected bills, running out of retirement income, or becoming a burden to your heirs. Our Financial Professionals are thoroughly trained in all aspects associated with retirement preparation. We have several Certified Financial Planners available to help create a retirement strategy specific to you and your goals. We look forward to working with you soon.

Meet Our Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Leadership Team