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 is the co-founder of Heritage Financial Strategies. 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℠ and Certified Divorce Financial Analyst designations. She considers herself a life-long learner and keeps apprised of changes in the financial industry. She is currently a Candidate for CFP® certification and hopes to complete certification in 2021.
Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. 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 may be one of only a handful of people who is SCUBA certified in a land-locked state, but she’s definitely no 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 Gidget. Her favorite vacation spots are Hawaii, Jamaica, and Mexico – anywhere with water.
Shanna’s parents live in Mesa. In spite of her best efforts to get them to fully retire, you can find them working part-time when they aren’t traveling. The travel bug is real for this family! Shanna has a younger brother named Marc who lives in Ohio with his wife, Kat, and their two kids, Teddy and Julia.
When she isn’t traveling or working, Shanna, along with her husband Eric, love to try new locally-owned restaurants. A self-proclaimed foodie, Shanna loves to pair food with drinks and conversation with laughter.
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.
When he’s not on a plane or working for a client, Eric enjoys cycling, riding more than 250 miles in a typical week. He chooses to ride a road bike or a mountain bike depending on the situation. He has participated in bike tours such as the Tour De Tucson and the Chino Grinder.
Eric likes spending time at home with Shanna and their fur-kids, Oliver and Gidget. 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. He readily admits his favorite vacation spot, hands down is Maui. Part of the reason he loves going there is that he can ride every day, before he joins Shanna on the beach. He loves riding the West Maui Loop and actually rode UP Haleakala!
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 not a most-wanted place to live.
Karen Garcia joined the Heritage Financial Strategies team in 2020 as its Director of Marketing. She loves calling Heritage clients and prospective clients and leading client communication for the business. Karen relishes her role because she enjoys meeting new people, learning about their financial needs and life stories and then connecting them with Shanna and the other Heritage advisors. This may be her first role in financial services, but Karen believes she struck gold by joining this dedicated and welcoming team. .
As a former Midwesterner, Karen experienced quite the acclimation to Phoenix when she moved here in July (of all months) of 2018 from Milwaukee, Wisconsin. She made the move for both a change of scenery and to be closer to family after her employer of nearly 30 years filed for bankruptcy. Karen worked part-time jobs before meeting up with Shanna over coffee to discuss coming on board at Heritage Financial Strategies. The rest is history as Karen has become a helpful and reliable member of this energetic team.
When not scheduling clients and booking Shanna’s calendar full of appointments, you will most likely find Karen drinking wine with her friends or, at home with her Shorkie rescue, Pablo, binging reality TV like Big Brother, Survivor or the Amazing Race, or hanging out with her niece and nephew. Or in the best of scenarios, she’s doing all three. Karen is incredibly close to her niece and nephew after having lived with them for two years and looks forward to their regular slumber parties at her house.
She’s come a long way since following in her father’s footsteps in her first career, which was in cosmetology. Her emphasis was in skincare and to this day she maintains a strict regimen of weekly facemasks and never leaves the house without makeup. She also maintains an impressive collection of shoes. For over 25 years, she worked in buying and planning for a department store and today owns more than 100 pairs. One of her email monikers is “shoegirl...”.
Adam Miller is a financial planner with a blue-collar, common-sense approach to planning. Having been raised by and worked beside tradesmen and farmers, Adam has always believed that financial planning should be available and accessible to everyone. What started with Adam sharing practical financial advice and strategies with his co-workers in the breakroom at General Mills turned into a passion and career in financial planning.
He has worked in the professional financial services industry since 2018 but has years of experience working as a welder, machinist, production team leader, and small business owner. It’s his winding career path that has formed Adam’s approach to planning. He believes there are hundreds of ways to get to a destination, but the best path for every person is dictated by time and their circumstance.
Adam holds financial industry licenses 7, 66, life and health, annuities, property and casualty, portfolio management, and retirement and college savings and has taught Dave Ramsey’s Financial Peace University.
If you’ve even been to the Albuquerque International Balloon Fiesta in New Mexico, you might have bumped into Adam. As a native and resident of Albuquerque, he enjoys the annual festival and has been part of a chase crew for family and friends for over 20 years. Pictures don’t do the event justice; it’s a sight to see in person.
He’s spent plenty of time outside of New Mexico though. His family owns a corn, soybean, and beef farm in South Dakota, so he frequently travels there as well as to many other places. He loves to go snowboarding as well as visiting his son in Colorado. He’s on a mission to visit all 50 states and is less than a dozen away before he’ll turn his eye to more international travel.
He hasn’t met a food he unwilling to try unless it has a potato or pinto bean - then he’ll steer clear. But between his family’s farm and his many years spent working the production lines at General Mills, if you need some beef or some Lucky Charms marshmallows, Adam’s your guy.
Kimberly Molter is a financial planner with Heritage Financial Strategies. She’s been working to simplify investing to individuals since before she became a financial planner. Kimberly accompanied her father to a meeting with his financial advisor years ago and naturally found herself explaining her father’s goals to the advisor and the advisor’s guidance to her father. Because of her excellent mediation skills, the advisor suggested Kimberly consider a career as a Financial Advisor.
She took that advice and left the mortgage industry to work as a Financial Planner in Gilbert, and has not looked back. She joined the Heritage team in 2021.
Kimberly has had her Series 7 and 66 licenses since 2014 as well as her stateinsurance licenses. She loves working with clients to help them understand investing and help with financial decisions. Kimberly believes if her clients understand the fundamentals, they will be more confident in investing and making decisions that will impact their life.
Kimberly was born in a small town in west Texas. When she was young her family moved to Fort Worth to live and have more opportunities. As an adult,she moved to Arizona for a change of pace and ended up meeting her husband.
She and her husband have been together for 20 years and they have a teenage son. Kimberly has been teaching her son to drive which has tested her patience, and has become good at home haircuts thanks to the pandemic (her husband might disagree).
With a husband who is always on the go and a son who is an avid baseball player, Kim truly values the moments when her whole family is together at home – a rarity these days. And when they are home together, she’s loves nothing more than making a a delicious meal and sitting around the table to share it.
Danielle Noonan has been with Heritage Financial Strategies since 2019 working directly with clients. She has been in the financial services industry since 2016 having started as a receptionist at another firm. She moved up the ladder to Client Services, but the three-hour roundtrip commute was stressful. She is happy to be closer to home working at the Gilbert office. Of her role at Heritage Financial Strategies, Danielle likes to say Shanna is the promise maker and she is the promise keeper. She loves working directly with clients scheduling appointments, opening accounts, processing requests for money, address changes, and a host of other duties..
A California native, Danielle moved to Prescott, Arizona as a teenager, and later worked in the area as a Registered Nurse. While she loved her work, it became overwhelming, and she realized she needed to make a change. She moved to Phoenix and took what she thought would be a temporary job in financial services. She soon realized what she loved about nursing was communicating and helping people and the opportunity to think outside the box, all of which she is able to do in financial services.
Danielle is a self-proclaimed adrenaline junkie. She says that while the Arizona landscape is beautiful and she loved one-day adventures, you will “never ever” find her hiking. Danielle prefers dirt biking, snowboarding, and white water rafting. Number one on her bucket list this year is to go skydiving, which she plans to do with her boyfriend when he returns from serving in the military overseas. She’d also like to drive a racecar, so if you know anyone who can make that happen, let her know.
When Danielle isn’t on an adventure, you can find her sipping wine or coffee at locally owned establishments like Postinos and Bergies. She looks forward to staycations, especially relaxing poolside and getting away from home for a night or two. Danielle is happiest surrounded by friends and family, especially her son. They enjoy playing games, watching movies, and doing puzzles.
Eric Pettitt is a financial planner whose goal is to help you plan and diversify. Growing up, Eric saw his grandmother’s retirement plan fall apart when a logging company cut too many trees on her 87-acre property in one season. Her trees were her nest egg and the fallout from that showed Eric two things: He wanted to help people create security in their retirement, and that diversification is key.
He has worked in the professional financial services industry since 2014. He holds financial industry licenses 7, 66, life and health, Annuities, and LTC and a certificate in project management. As a financial planner, Eric wants to help every client move from point a to point b, full well knowing those points are always different. His philosophy is that everyone deserves a unique plan because everyone is unique.
He joined the Heritage team in 2021 and welcomed the complete freedom to serve as a true fiduciary to his clients. Eric wants his clients to never doubt that he will provide advice that is in their best interest and knew Heritage would give him that ability.
As a born-and-bred son of Louisiana, Eric’s childhood consisted of three main themes: football, guns, and mud. Even after moving to Arizona nearly two decades ago, he’s kept that love of guns and the outdoors with him, although he prefers the dust storms and microbursts in Arizona to the bugs and humidity of Louisiana.
Eric was 2.5 years into marriage when his wife they found out she was pregnant with their daughter. Their son was born four years later. Eric is a devoted husband and father and can often be found helping behind the scenes of his wife’s performing arts school. You will never find him on stage though.
He likes going off roading and doing activities with his family in his free time as often as he can. And while he has a lot of clients who like to golf, Eric would much rather shoot a golf ball out of the sky than hit it with a club.
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 is a fifth-generation financial professional; his grandfather was Dr. Suess's insurance agent. Raised by a scouting family in Iowa, Alden is an Eagle Scout who enjoys being close to nature and adventure. As a kid, his family would take camping road trips across the country. He was especially fond of the natural beauty Arizona and the rest of the Southwest has to offer. He is excited to re-visit the parks with his wife Janae and their rescue Penny.
Alden and his wife had a small greenhouse in Iowa. While it wasn't practical to bring it 1,500 miles to Gilbert, they are looking forward to the growing seasons in Arizona's climate. An avid reader, Alden enjoys following the market and seeing how it reacts to the ever-changing political climate. He likes to study history and philosophy books and has a soft spot for anything written by Cormac McCarthy.
Peg is responsible for answering the phone and handling questions, or transferring you to the person who can. 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. Peg joined Heritage Financial Strategies to put her organizational skills to good use and bring some fun into an office environment.
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 bakes some of her favorites that we usually benefit from in the office. Any kind of treat bar, fruit bread, or cookie, are what you’re most likely to find 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. They live in Mesa with their and have friends from Iowa in the West Valley, Carefree, and Tucson, that they love visiting. They enjoy keeping up with their son, Shanna’s Brother, Marc and his wife Kat as well as their two grandkids, Teddy and Julia, who live in Ohio. Fun fact: Though they’ve lived in Arizona for more than ten years, she still hates driving on the interstates and avoids them at all costs.
Anna Vollenweider joined the Heritage Financial team in 2020. She plays a critical part in the team as its paraplanner by ensuring that financial plans are modeled correctly and by making tweaks and changes to mirror the clients’ needs in their financial plan. While working as an accountant and financial professional for several years, Anna took to financial planning much later in life. She’d be the first to say she’s surprised to have found herself in this role when only years ago she’d been contemplating retirement. .
Anna previously held a variety of accounting roles during her decades-long financial career including retail in box stores, financial reporting, taxes, and most recently overseeing a pension system within a police department for 15 years. She took a nearly two-year break from employment after her youngest graduated from college, but eventually got bored of her hiatus. Anna joined an investment firm in Phoenix as a temp position that turned to a more permanent role, and always the lifelong learner, she got licensed and is currently studying for the CFP exam.
Anna lives in Phoenix except when she doesn’t, which is often. In 2014 with her kids out of the house, Anna and her husband sold their home in Missouri and hit the road for full-time RV living. After three years of traveling, they realized they had to be somewhere for most of the wintertime and Anna found herself gravitating toward Phoenix because of the climate and people.
Come April, Anna and her husband pack up their 42-foot, fifth wheeler and hit the road with their two high-energy, rescue mutts in tow. They visit different destinations every summer, but Kansas City is often high on their list because Anna’s mother, kids, and grandkids all live there. Go Chiefs! When not visiting family, you can often find her somewhere that allows her to go hiking or four-wheeling. This Jeep aficionado is definitely an outdoorsy type.
Amy Walls is not a full-time member of the Heritage Financial Strategies team. In fact, we hope you never have to meet her. In 2019, Amy took on the role of Heritage Financial Strategies continuity partner, meaning if for some reason Shanna ever becomes incapacitated, Amy will step in to ensure you’re taken care of.
Amy is a financial adviser in Portland, OR with her own business. She founded Thimbleberry Financial in 2003 with the idea that people’s money and financial goals are personal. Amy believes her main role is educating clients about their choices and how each can help them reach their financial goals. She is a Certified Financial Planner™ professional, Retirement Income Certified Professional, and Chartered Retirement Planning Counselor.
After graduating from high school, Amy served as a Rotary exchange student in Belgium. She returned to Oregon and attended the University of Oregon, where she earned a double major in Sociology and Planning, Public Policy, and Management. She spent several years working in Non-Profit Development before deciding to follow in her father’s footsteps and pursue a career in financial planning.
Amy’s first experiences with financial planning happened at a young age. Her father, a financial advisor, used to have Amy join him for meetings with his clients. And while she definitely remembers eating cookies those clients made her and playing with their dogs, what stuck with her most was watching her dad forge relationships with his clients.
She sadly lost her father when she was six, but that loss helps inform her planning today. In addition to modeling his dedication to his clients, Amy knows life doesn’t always follow the path we intend. It’s with that knowledge that she creates financial plans that protect against the unexpected and are flexible enough to account for changes in a person’s life.
Amy spends her free time mostly with her husband Mark, daughter Lucy, son Oliver, and their two dogs, Annabelle and Lyla. She enjoys yoga, swimming, reading, and gardening when she can find a spare moment or two.