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About Us

Since our inception, AHF has been totally focused on building strategic, quality financial strategies for individuals, companies and nonprofits.

American Heritage Financial was founded around two primary ideas. First, create a company that would be a career opportunity for Financial Professionals by having access to quality products for our clients. Secondly, we work for our clients not the insurance or asset management companies. We base our decisions for our clients on the conversations we have with each individual client and customize a solution specific to their needs. We believe there is not a “one size fits all” financial solution. You have to examine each client’s situation from a holistic perspective and base your financial strategy recommendations consistent with the client’s way of thinking, their risk profile, and present solutions based on mathematical probabilities and economic potentialities.

AHF focuses on creating a financial strategy to get you to your retirement and through it without the worry of unexpected bills, running out of retirement income, or becoming a burden to your heirs. We help business owners’ transition to retirement by developing a customized glide-path to retirement. Our goal with business owners is to transition ownership with minimal disruption to clients and maximize company’s exit valuation. Our Financial Professionals are thoroughly trained in the multiple aspects of 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