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At Heritage Financial Strategies, we all love what we do and take great pride in impacting the lives of our clients. We have a motto in our office: We work hard, and we play hard. We strive for balance in our lives. We all have stuff that we love to do outside the office. From biking to scuba diving and skiing, we’d love for you to get to know us better. Take a look below to get to know what we do, both when we’re in the office and at play!

Shanna Tingom, AAMS®, CFDA®

FINANCIAL PLANNER

Meet Shanna Tingom, the dynamic co-founder of Heritage Financial Strategies. With a solid 20+ years in the financial services industry, Shanna has made it her mission to empower clients to own their financial future.


Tired of trying to fit into the corporate mold, she took the leap to become an independent advisor, armed with a bachelor’s degree in business and a master's degree in organizational management. Her expertise is backed by FINRA Series 7 and 66 licenses, along with Accredited Asset Management Specialist℠ and Certified Divorce Financial Analyst designations. Currently, she's on her way to earn a CFP® certification.


Shanna's influence extends beyond Heritage. She regularly contributes to reputable finance platforms like Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. Her voice resonates across Phoenix and nationally through her frequent public speaking engagements, guest radio and TV appearances, and her popular podcast, “Making Money Fun”, available on iTunes.


Shanna, a SCUBA enthusiast with an advanced certification, loves to spend her leisure time exploring the ocean's depths in various vacation spots. Her passion doesn't stop there; she's also a fervent supporter of the Phoenix Suns, always ready to cheer them on, whether she's at home or on a beach in Hawaii.

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Shanna Tingom, AAMS®, CFDA®

FINANCIAL PLANNER

Meet Shanna Tingom, the dynamic co-founder of Heritage Financial Strategies. With a solid 20+ years in the financial services industry, Shanna has made it her mission to empower clients to own their financial future.

Tired of trying to fit into the corporate mold, she took the leap to become an independent advisor, armed with a bachelor’s degree in business and a master's degree in organizational management. Her expertise is backed by FINRA Series 7 and 66 licenses, along with Accredited Asset Management Specialist℠ and Certified Divorce Financial Analyst designations. Currently, she's on her way to earn a CFP® certification.

Shanna's influence extends beyond Heritage. She regularly contributes to reputable finance platforms like Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. Her voice resonates across Phoenix and nationally through her frequent public speaking engagements, guest radio and TV appearances, and her popular podcast, “Making Money Fun”, available on iTunes.

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Shanna, a SCUBA enthusiast with an advanced certification, loves to spend her leisure time exploring the ocean's depths in various vacation spots. Her passion doesn't stop there; she's also a fervent supporter of the Phoenix Suns, always ready to cheer them on, whether she's at home or on a beach in Hawaii.

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Eric Tingom

Director of Technology and Tax Strategy

Eric is a life-long entrepreneur, starting his first technology company while in college at Arizona State University, where he earned a degree in Accounting. Right out of ASU, he worked for Cooper and Lybrand, which is now Price Waterhouse Cooper (PWC) in public auditing. He has worked with private companies as well as large government agencies helping them comply with new rules and regulations and streamlining their policies and procedures. 

His past work experiences are part of the reason Eric decided to join Heritage Financial Strategies. He has played an integral part in setting up the technology, data security and integration, so that it meets all FINRA requirements. His work has been instrumental in the success of the business where employees and clients enjoy the latest technological advances.  Eric will continue to have more interactions with clients as his role expands to bring new tax and insurance services to Heritage Financial Strategies clients. 

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Alden Rowe

FINANCIAL PLANNER

Alden Rowe is a financial planner with Heritage Financial Strategies whose goal is to help you achieve financial peace. He believes this can be accomplished through comprehensive financial planning and careful investing. Alden understands the role of a financial advisor is to coach and educate, just as much as it is to build a plan. He is passionate about demystifying the world of investing and helping people engage with their finances on a deeper level.

He earned a Bachelor’s and Master’s of Business Administration degree from MIU, in addition to holding financial industry licenses FINRA Series 7, 66, 24, and 3. Alden worked for Heritage’s broker-dealer Cambridge Investment Research for three years before joining the Heritage team in 2020.

Alden uses his extensive knowledge and understanding to help clients get ahead and avoid costly mistakes. Whether it’s understanding the sub-account allocation in their 401k or how much they should be setting aside each month, Alden believes each financial decision should be made by his clients with intention, and he’s simply there to educate, facilitate, and make money fun!

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Melisa Horn

Melisa Horn is a highly experienced professional with over 30 years of experience working in banks and credit unions. As Financial Coach with Mindful Money Financial Coaching, Melisa helps clients with budgeting and financial education, and is passionate about helping people achieve their financial goals through intelligent planning and guidance. As Brand Ambassador for Heritage Financial Strategies, she Melisa is excited to help Heritage Financial Strategies reach and resonate with those that are seeking help making the most of their money. With a strong focus on customer service, Melisa always goes above and beyond to ensure that everyone receives the highest quality care and support. 

Melisa has a Bachelor of Science Degree in Marketing from Arkansas State University; she is authentic with clients and team members and highly energetic, caring, and smart. With her vast knowledge of the banking and finance industry, Melisa is always up to date on the latest trends and strategies in financial services. 

Throughout her career, Melisa has received numerous awards for excellence. She is known for her ability to forge strong relationships with clients by building trust and rapport. And she is dedicated to helping others achieve their best financial future - whether by completing a personal or professional goal or simply navigating life transitions. 

Melisa is passionate about helping people make smart financial decisions that help them reach their goals both now and in the long term. Heritage is thrilled to have Melisa on our team! 

Mindful Money Financial Coaching is not affiliated with Cambridge. 

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Andrew Boyles

Front Desk Receptionist and Customer Service Associate.

Andrew is here to greet and assist everyone as Heritage's Front Desk and Customer Service Associate.  Andrew comes from a variety of clerical and support positions, with a primary background and focus in all things Quality; to him, quantity, efficiency and value are all important in our business and personal lives, but none are as important, or as attainable without quality, first and foremost.  He has received numerous accolades over the years and is known to everyone as being a committed and conscientious worker who strives for harmony in the workplace and beyond. 

Other than Quality, Andrew believes in staying humble and maintaining human connections through empathetic listening and engaging in personable conversations.  Having had numerous jobs in the corporate world (several of which are long defunct), Andrew is a supporter of smaller businesses that can still have a wide-reach and personal touch for their clients, which is why he is extremely proud to be a part of the Heritage team. 

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