166 Lookout Place
President, Founding Member
Penn State University, B.S. FinanceCollege of Financial Planning - Financial Planning Curriculum - Principal of Heritage Financial Services, LLC - Active Member of the Financial Planning Association Prior Career Experience - Past...
Vice President, Founding Member
407-702-6655 ext. 101
University of Central Florida, B.S. Business - Principal of Heritage Advisors Group, Inc. President/Owner of Financial Centers of America (Independent Marketing Organization in Insurance industry) Experience as a licensed agent in the...
407-702-6655 ext. 105