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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Eric Tingom
Director of Technology and Tax Strategy
Eric is a lifelong 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 in public auditing and for management consulting for Cooper and Lybrand, now Price Waterhouse Cooper (PWC). He has worked with private companies and large government agencies, helping them comply with new rules and regulations and streamlining their policies and procedures.
His past work experiences are part of why Eric joined Heritage Financial Strategies. He has played an integral part in setting up the technology, data security, and integration to meet all FINRA requirements. His work has been instrumental in the business's success, where employees and clients enjoy the latest technological advances. Eric will continue interacting more with clients as his role expands to bring new tax and insurance services to Heritage Financial Strategies clients.
Eric, a dedicated Arizonan from Paradise Valley and ASU alumnus balances his time between professional commitments and his passions. He spends significant time with his beloved pets, Oliver and Gidget. He indulges in cycling, often covering more than 250 miles weekly on both road and gravel bikes, participating in challenging rides like El Tour de Tucson and the Chino Grinder. His adventurous spirit extends beyond Arizona, with a particular fondness for Maui, where he combines his love for cycling with relaxation, tackling the West Maui Loop and Haleakala's ascent before unwinding on the beach. Eric's deep connection to Arizona, evident in his transformational observations of the East Valley and enthusiastic support for the Phoenix Suns, underscores his enduring love for his home state, seamlessly blending his personal interests and local pride.
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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!
Alden Rowe is a fifth-generation financial planner with a unique heritage—his grandfather once served as Dr. Seuss's insurance agent. Raised in Iowa within a scouting family, Alden achieved the rank of Eagle Scout, fostering a love for nature and adventure from a young age through cross-country camping road trips. This instilled in him a particular fondness for Arizona's and the Southwest's natural landscapes, a beauty he looks forward to sharing with his wife, Janae, and their rescue dog, Penny. The couple, who recently welcomed their first child, Vera, in 2021—delighting the entire team as the first "Heritage" baby—had to leave behind a small greenhouse in Iowa upon moving 1,500 miles to Gilbert, Arizona. However, they eagerly anticipate exploring the new growing opportunities in Arizona's climate. An avid reader, Alden keeps up with market news and enjoys how it intersects with political developments. He has a passion for history, philosophy, and particularly cherishes the works of Cormac McCarthy.
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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 who 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!
MindfulMoneyByHFS Financial Coaching is not affiliated with Cambridge.
Melisa, who resides with her husband Gary, Tennessee, with a local Police Department, is a fervent lover of local music and cherishes time spent with her daughters, Erica, Shelbi, and Meghan, along with their significant others. She and Gary also deeply enjoy their moments with grandsons Silas and Liam, embracing their roles as Meme and Pawpaw. An avid travel enthusiast, Melisa relishes exploring new places, dining at new restaurants, and trying out new activities with her family. Living life to the fullest, whether on an adventure or enjoying a quiet day at home, she always seeks to create memorable experiences. Known for her adventurous spirit and infectious laughter, Melisa is the perfect companion for anyone looking to enjoy life's moments to their fullest.
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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.
Born in Tucson and now a long-standing resident of the Valley, Andrew cherishes the small-town atmosphere of Gilbert, Arizona, despite its growth, and is proud to contribute to its community through Heritage. A true Arizonan at heart, he relishes outdoor activities such as hiking and exploring the state’s quaint towns and ghost towns, often finding himself captivated by the breathtaking sunsets. Raised in an art-loving family, Andrew has developed a keen appreciation for sculptures, paintings, and has taken an interest in photography, a common hobby nowadays. While he enjoys TV shows and movies, his hectic schedule seldom allows for streaming sessions; instead, music serves as his constant companion, with lyrics and melodies occupying his thoughts until late at night. Beyond his cultural pursuits, Andrew is committed to staying active, frequently hitting the gym and enthusiastically participating in Zumba classes, a passion that is both visible in his demeanor and physically felt.
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Peg Reed
Director of First Impressions
Peg Reed is an exceptionally dedicated professional with over 40 years of experience in senior services and community center management, both in the public and private sectors. As the Director of First Impressions at Heritage Financial Strategies, Peg is the heartbeat of the office, skillfully handling incoming calls, welcoming visitors, and making everyone feel at home with her warm and engaging personality.
Peg's expertise in organizing and managing large-scale operations shines through in her role at Heritage Financial Strategies. Her vibrant energy and unparalleled organizational skills streamline office operations and infuse the workplace with joy and laughter. Peg’s commitment to excellence and her ability to create a welcoming and fun office environment are integral to the positive office culture at Heritage.
She earned her accolades in community service, managing several large senior citizens and multi-generational community centers, where she honed her administration and client relations skills. Peg is known for her compassionate approach and is often the first friendly voice clients hear, offering reassurance and expert guidance.
Outside of work, Peg is a consummate homemaker, a loving wife to her husband Gary, and a doting grandmother to Teddy and Julia. She enjoys baking, with her treats often becoming the highlight at the office, and spending quality time with her family, including visits to friends across Arizona. Despite living in the state for over a decade, Peg amusingly admits she still avoids driving on the interstates whenever possible.
A resident of Mesa, Arizona, since 2009, Peg cherishes her Midwestern roots and maintains strong connections with loved ones scattered across Ohio and Arizona. Whether baking a batch of her famous cookies or orchestrating office festivities, Peg’s infectious enthusiasm and caring nature make her a beloved member of the Heritage team and a cherished figure in her community.
Heritage Financial Strategies is thrilled to have such a spirited and dedicated person like Peg, whose first impressions leave lasting impressions on everyone she meets.
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