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 and drinks with laughter and conversation.
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.