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!
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.
Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com 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 not a fish out of
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.
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
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.
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, 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.
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 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.