<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=698568180279197&amp;ev=PageView&amp;noscript=1">
Schedule A Consultation

Meet Our Team

Professional, friendly and ready to help

At Heritage Financial Strategies, we have assembled a team that allows each person do what they do best…and in the process take GREAT care of our clients. 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 and hiking 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!

Meet Our Team

    Meet Our Team
  • Shanna Tingom
  • Becky Cholewka
  • Rick Cholewka
  • Eric Tingom
  • Emily Oliver
  • Lauren Gaddie-Johnson
  • Peg Reed
Roll over my photo for the "real" me.

Shanna Tingom, AAMS©

Co-Founder

Shanna Tingom is the co-founder of Heritage Financial Strategies and a dedicated member of the Gilbert Chamber of Commerce. She has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners and leaders as well as individuals experiencing life transitions such as marriage or divorce. Her main focus is helping others take charge of their financial future.

After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. She earned a bachelor’s degree in business from William Penn University and a master’s degree in organizational management from the University of Phoenix. Shanna currently holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist℠ designation. She considers herself a life-long learner and keeps apprised of changes in the financial industry.

In 2017, Shanna became a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.
 
Financial Advisor and Early Retirement Smartvestor Pro!



Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com as well as Gilbert Woman Magazine. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “Making Money Fun” which can be found on iTunes.

 

SHANNA

 

Shanna may be one of only a handful of people who is SCUBA certified in a land-locked state, but she’s definitely not a fish out of water. She could walk into a room full of strangers and feel right at home. Shanna loves to laugh and makes those around her comfortable from the get-go. She enjoys traveling with her husband, Eric, and spending time with her two Cavalier King Charles Spaniels, Oliver and Princess. Her favorite vacation spots are Hawaii, Jamaica, and Mexico – anywhere with water – obviously.

She is the co-sponsor of the Gilbert Folk Festival, held in February every year in downtown Gilbert – which features folk music and art. She has a younger brother Marc who lives in Colorado – where he and his wife Kat recently celebrated the birth of their first child – Shanna’s first nephew, Teddy! Fun fact: When you come into the office, you will most likely meet Shanna’s mom, Peg, first! She runs the front office, and she’s always the first one to offer a smile.

Shanna Tingom

Becky Cholewka

Co-Founder

Becky Cholewka is the co-founder of Heritage Financial Strategies and founder of Cholewka Law—an estate planning, elder, and probate law firm. As an estate planning attorney, Becky understands the importance of how clients’ financial goals and plans, including life and long-term care insurance, impact her clients’ legacies. Becky wants to ensure individuals and families are receiving advice from someone who has their best interests at the center of their financial plan. That is the reason she has partnered with Shanna Tingom, who shares her same values of integrity, trust, transparency, and a strong focus on client service. Becoming business partners made perfect sense.

Becky has been practicing law since 2009. She received her J.D. from the Phoenix School of Law and her master’s degree in Public Administration from Cleveland State University. She graduated with Cum Laude honors at both institutions. Becky is proud to be actively involved in our local community. She is on the Mercy Gilbert Hospital Patient Advisory Council and the Mariposa Point Advisory Board as well as a WealthCounsel Arizona Forum Facilitator where she is responsible for the mentoring and continuing education of more than 150 estate planning attorneys.

Becky writes for Seville Living Magazine, Lovin’ Life After 50 Magazine and is a contributor to Val Vista Lakes Magazine. She also is a board member for the Power Ranch Home Owners Association in Gilbert.

DISCLOSURE: Becky Cholewka is not registered with Cambridge Investment Research, Inc. and Cambridge Investment Research, Inc. is not affiliated with Cholewka Law.

Becky

 

Becky is quite the hiker to say the least – she has hiked in the state of Arizona at places such as Flagstaff and Sedona, but don’t count her out for the big excursions. She has also hiked Glacier National Park, Yosemite, and Calveras Big Trees State Park in California with her husband Rick and their son William. In addition to visiting national parks, she enjoys any beach destination. Becky is also a sports fan – Cleveland teams especially.

She and her husband have been married for more than 20 years and lived in California and Ohio before settling in Arizona in 2004. Becky also teaches Sunday school to kindergarteners at Rock Point Church. Fun fact: Becky and Shanna both enjoy Barry Manilow which you will hear playing in the office from time to time.

DISCLOSURE: Becky Cholewka is not registered with Cambridge Investment Research, Inc. and Cambridge Investment Research, Inc. is not affiliated with Cholewka Law.

Becky Cholewka

Rick Cholewka

Director of Operations

Rick is the Director of Operations for both Heritage Financial Strategies and Cholewka Law. He has more than 20 years of experience in operations management of small businesses. During his last two positions, Rick worked in various capacities including HR departments, inventory, purchasing, finances, deliveries, and IT. Rick attended Cleveland State University and earned a degree in Business Administration.

A few years ago, Becky realized that Rick had a knack for joining small businesses and helping them grow. Becky decided to see if she and Rick could work together to do the same for her law firm, Cholewka Law. So far, it has turned out to be a successful decision. Rick also has been instrumental in launching Heritage Financial Strategies where his willingness to step into any role is truly appreciated. He is affiliated problem solver and always willing to go the extra mile for anyone who asks.

Rick

 

Rick has been a Cleveland sports fan for as long as he can remember – he is proud of his hometown. His love for the Browns, Indians, and Cavs is evident in his workspace with banners and plaques adorning the walls. He is also an Ohio State Buckeyes fan – which helps balance out the losing seasons the Browns have had. Maybe next year Indians! Go Cavs!

Rick loves spending time traveling with his family to the beach, the mountains, or back to Ohio to visit family. And, working alongside Becky has added great flexibility to their family life so they could spend more time with their son William, and their two dogs Mandy and Penny. Although his sports heart is still with his hometown of Cleveland, he just loves living in the Arizona heat. Fun fact: Rick could not be happier than spending the day out by the pool.

Rick Cholewka

Eric Tingom

Director of Technology

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. 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 experience is 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 business’s success; both employees and clients can enjoy the latest technological advances.

Eric

 

When he’s not on a plane or working for a client, Eric enjoys bicycling, riding more than 250 miles in a typical week. He rides a road bike and a mountain bike depending on the situation. He has participated in bike tours such as the Tour De Tuscon and the Chino Grinder. Eric likes spending time at home with Shanna and their “fur-kids” Oliver and Princess. When they have time to travel, Eric and Shanna love to explore Arizona and Eric is trying to get Shanna to expand her travel aspirations to more than just beach locations! Fun fact: Eric is an Arizona native, growing up in Paradise Valley and attending ASU! He remembers when the East Valley was a dirt road outside of Phoenix and no place you really wanted to be.

Eric Tingom

Emily Oliver

Registered Paraplanner
Director of Client Services

For more than 10 years, Emily has been striving to provide exceptional customer service in the hospitality and financial planning industries. She joined Heritage Financial Strategies in 2015 when her family relocated to the East Valley from California, where she worked for a well-established financial firm. Emily earned a degree in Communications with a minor in English from the University of San Diego. After brief stints in customer care with a car rental company and a timeshare resort in Hawaii, she found her way to the financial field.

She is excited to grow with Heritage Financial Strategies and to find better ways to serve clients. She received her Registered Paraplanner designation in 2013 and enjoys helping clients organize their financial lives. As Director of Client Services, Emily maintains an efficient and organized office environment. Her duties include setting up and maintaining investment accounts, record keeping, document preparation, and staff support.

Emily

 

Emily, who enjoys “dabbling” in golf, spent 10 years in California before moving to Arizona with her husband and son Maddox in 2015. They added to their family in early 2017 with another son, Jameson.

In her free time, (how does she have free time with all those boys?) she likes hiking, traveling, baking, and working out. Emily adores her two Huskies, Loki and Brody, and takes them for walks daily. Fun fact: Emily grew up in Hawaii and met her husband on Match.com.

Emily Oliver

Lauren Gaddie-Johnson

Client Relations Manager

After several years of working in the journalism, teaching, and customer service fields, Lauren entered the financial services industry in 2015. She attended training twice in Iowa for Cambridge Investment Research, to educate herself further in finance. She holds a degree in Journalism from the University of Oklahoma, a teaching license from Metropolitan State University of Denver, and is working towards a Masters degree in Curriculum & Instruction with Adams State University.

Her plans are to grow with Heritage Financial Strategies and work as an educational liaison between the advisor and clients. Perhaps one day, she would like to become a corporate trainer within the company, utilizing her teaching background. She is enthusiastic about helping our clients understand all of their financial options and presenting those options in a manner that is easy to follow.

Lauren

 

Lauren enjoys running…especially with her Chihuahua mix, Teddy. He’s very long-legged and runs three and four miles at a time with her! Lauren also enjoys taking Jazzercise classes (no they don’t wear legwarmers anymore!)

She and her husband, Dan, moved to Arizona from Colorado in early 2016. Lauren hopes to do more hiking in AZ when she figures out where some good trails are located – ones preferably without snakes. She likes to spend time with Dan by the pool and is also an avid reader. Each year, she keeps a journal of which books she’s read and is always open to a book suggestion – her favorites are memoirs and almost anything fiction.

Lauren Gaddie-Johnson

Peg Reed

Director of First Impressions

Peg is responsible for greeting clients when they come into the office and answering questions over the phone and everything in between. She can make anyone feel at home, even in a busy office.

Peg has more than 40 years of experience working in both the public and private sector of senior services, where she ran several large senior citizen and multi-generational community centers. Most recently, she was the director for the Red Mountain Active Adult center in Mesa. Wanting to start a new chapter in her life, Peg joined Heritage Financial Strategies to put her organizational skills to good use and bring some fun into an office environment.

Peg

 

If you can’t tell from her picture, most of Peg’s hobbies revolve around her taking care of her family; cooking, baking or cleaning!

She has some of her favorites that we usually benefit from in the office. Any kind of bar, fruit bread, or cookie, are what you’re likely to find some kind in the office when you come to see us! And, don’t be surprised if you mistake Peg for Shanna when you call…they sound JUST alike on the phone!

Peg and her husband, Gary, moved to Arizona from Iowa in 2009 and Shanna is THRILLED to have them this close. Peg excels at taking care of people, organizing anything and everything, and cleaning. And, that’s honestly not a joke, she loves keeping the office spic and span.

Gary and Peg live in Mesa with their dogs Benny and Missy, and have friends from Iowa in the West Valley, Carefree, and Tucson, that they love seeing when time allows. When they can, they also sneak away to see Marc and Katherine Reed, their son and daughter-in-law, in Durango, Colorado. Fun fact: Though they’ve lived in Arizona for more than 5 years, she still hates drving on the interstaes and avoids them at all costs!

peg lifestyle.jpg