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 2020.
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 Princess. 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 son, Shanna’s first nephew, Teddy. They are expecting child #2 in the fall!
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 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. 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.
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. She prefers dirt biking, snowboarding, and white water rafting. #1 on her bucket list this year is to go skydiving which she plans to do with her boyfriend when he returns from serving in military service overseas. She’d also like to drive a racecar so if you know anyone who can make that happen, let her know.
When she 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. She is happiest surrounded by friends and family, especially her 13-year-old son. They enjoy playing games, watching movies, and doing puzzles.
Greg Baker is a Chartered Financial Consultant with more than 30 years’ experience in the financial services industry. He’s a successful entrepreneur and financial planner having served as the managing partner of an insurance agency in Florida for 10 years and then in Pennsylvania for four. Most recently he opened GBA Financial, a comprehensive financial services firm, in Tucson in 2007. While he enjoys the challenges that each new financial planning client can bring, Greg values the friendships he made as the result of his businesses more than anything
He is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. and Registered Representative of Cambridge Investment Research, Inc. He has a bachelor’s degree from Texas A&M-Commerce, and after spending three years in Berlin, Germany as a member of the U.S Army, he received a master’s degree from the University of Florida.
Greg has been recognized by several financial industry organizations for excellence throughout his career and has always enjoyed educating people of all ages on finance. He’s been invited multiple times to speak on financial planning topics to the University of Arizona Medical School Residents and conducted financial education seminars every month for several years to employees at Tucson’s VA Hospital. In addition, he’s spoken several times about financial literacy to students at Salpointe High School in Tucson.
Greg is an avid golfer. And even though he doesn’t hit the links as often as when he was sporting a handicap of six, he still manages to get out to a course a couple of times a month. He’s had the good fortune to play Pebble Beach Golf Course (his favorite so far), twice at August National, and hopes to play St. Andrews and other Scottish courses before hanging up his clubs.
He has been married to Teresa for more than 30 years and has been blessed with a son, two daughters, and several grandchildren. Fortunately, his grandchildren all live in Tucson and he and Teresa will have the joy of watching them grow.
Greg didn’t attend the University of Arizona but has enjoyed following the various Wildcat sports teams. He still follows what is happening with Gator Nation and is a Life Member of the University of Florida Alumni Association.
Greg’s an active participant with several non-profit organizations; especially those with missions that support the poor, the homeless and law enforcement; particularly The Gospel Rescue Mission, Youth on Their Own and SALEF (Southern Arizona Law Enforcement Foundation).
Nestor Montoya has more than 25 years’ experience in the financial services industry and brought his talents to the Heritage Financial team in 2019. Nestor thoroughly enjoys analyzing and understanding the big picture to ensure all aspects of a clients’ financial life are coordinated effectively, including asset management, income tax reduction, retirement cash flow analysis, asset protection, stock option planning, wealth transfer, risk management, and charitable giving. He specializes in designing prudent strategies that help reduce clients’ income tax liability, increase their retirement income, grow and help protect their assets, and structure their estates to retain wealth within the family through multiple generations and give to charitable interests.
He earned his Bachelor of Arts degree in Business with a concentration in Finance and a minor in Economics at the University of New Mexico and has the following registrations: 7, 24, 63, and 66. He also holds Arizona Life, Health, Disability and Variable Contracts Licenses and is a member of the Financial Planning Association. He is a Registered Securities Principal with Cambridge Investment Research, Inc.
Nestor was born and raised in Albuquerque, New Mexico and has made Phoenix, Arizona his home for nearly 20 years. He is married to his supportive wife Santa Ana and both are active in their church and the community of Goodyear. They have six wonderful children and became grandparents in 2019.
Having run track and cross country for the Duke City Dashers in his youth, Nestor’s always liked staying active. While he’ll probably never be able to beat (or match) his 5:20 mile, you can still find him walking or biking along the local greenbelts.
Nestor also likes hiking and dreams of one day hitting the trails on Columbia River Gorge in Oregon. He went salmon fishing on the Columbia River with his father years ago and has longed to return and relive some of those memories. Some of his favorite recent memories are from a 2018 two-week-long trip he took to Europe. He and his wife traveled through Ireland, England and the Netherlands. He has his eyes on Costa Rica for their next global adventure.
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.
Kyle Green is an Associate at Heritage Financial Strategies having joined the team in 2019. He loves helping Shanna research strategies to help our clients achieve their financial goals. He is creative, easy to understand and wants our clients to see that money and managing their finances doesn’t have to be a source of stress.
At Heritage Financial, he mostly works behind the scenes, collecting data and working with the various systems we use, under Shanna’s guidance. But it’s not uncommon for Kyle to talk with clients to ensure the Heritage Financial team has everything it needs to make an informed recommendation about a client’s financial plan.
He earned his bachelor’s degree in business administration with a concentration in personal financial planning from Edinboro University of Pennsylvania and is currently a Certified Financial Planner candidate. Kyle is happy to be gaining experience to count toward his CFP® designation while working with a team of financial professionals who demonstrate dedication to their clients and enthusiasm for their work.
Kyle hasn’t always been a financial planner. He was a used car salesman before he decided to head to college in search of a different career. Wanting work with more meaning and a greater ability to help people, he found financial planning and graduated with his degree in 2016.
A self-professed late bloomer when it comes to his career, Kyle wasted no time committing to and settling down with his wife of more than 14 years. They met in high school, are still very much in love, and have three kids, ages 8 to 15. It’s a fact, given his age, that surprises most people.
He’s played guitar for years, mostly jazz and the blues when he was younger and currently a lot of bluegrass. Kyle’s also an avid fly fisherman, although you won’t hear him telling any fish tales about the one that got away. Some of his favorite days fly fishing don’t involve catching fish at all. There’s a saying that you learn more from the fish you don’t catch, and Kyle says he has learned an awful lot. His favorite place to learn is the Salmon River in Connecticut.