Our Firm

Heritage Wealth is an independent financial advisory firm with offices in Naperville, Illinois and Lakewood Ranch, Florida. Our mission is to provide exceptional education and advice to people approaching retirement.

We take education seriously. Multiple times per year, our team provides free adult education classes through AFES, an orginzation which delivers 900+ financial classes to over 10,000 pre-retirees per year. 

Meet the Team

Owner & Lead Advisor
Retirement Income Planning