Heritage Financial Group
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Heritage Financial Group Employees
Employee
Years
Job
Industry
Marianne Meyer Marianne Meyer's Heritage Financial Group Experience July 2014 - Present
Job Mortgage Loan Closer at Independent Mortgage Loan Closer
Industry Banking
Experience
Independent Mortgage Loan Closer September 2015 - Present
Heritage Financial Group July 2014 - Present
Humbert Mortgage, Inc. May 2014 - June 2014
Hanger Orthopedic Group March 1996 - January 2014
Skills
Healthcare, Healthcare Management, Hospitals, Medical Devices, Orthopedic, Mortgage Lending, Property Management, Investment Properties, HIPAA, Managed Care, Medical Terminology, Healthcare Information..., Medical Billing, Customer Service, Management, Loans, Sales Operations, Strategic Planning, Sales Management, Sales, Leadership, Team Building, Marketing
Education
Hondros College of Business
Independent Mortgage Loan Closer September 2015 - Present
Heritage Financial Group July 2014 - Present
Humbert Mortgage, Inc. May 2014 - June 2014
Hanger Orthopedic Group March 1996 - January 2014
Skills
Healthcare, Healthcare Management, Hospitals, Medical Devices, Orthopedic, Mortgage Lending, Property Management, Investment Properties, HIPAA, Managed Care, Medical Terminology, Healthcare Information..., Medical Billing, Customer Service, Management, Loans, Sales Operations, Strategic Planning, Sales Management, Sales, Leadership, Team Building, Marketing
Education
Hondros College of Business
Weston Maughan Weston Maughan's Heritage Financial Group Experience February 2009 - February 2010
Job Business Development at 97th Floor
Industry Marketing and Advertising
Experience
97th Floor March 2015 - Present
COBRA PUMA GOLF July 2014 - Present
Apple Inc. September 2011 - February 2015
Food for Health International July 2010 - July 2011
Boostability February 2010 - June 2010
Heritage Financial Group February 2009 - February 2010
Riverside Country Club February 2006 - February 2009
Skills
Sales, SEO, Marketing, Digital Marketing, B2B, Leadership, Business Development, Management, Account Management, Sales Management, Golf, Social Media Marketing, Online Advertising, Digital Media, Sales Presentations, Customer Service, Advertising, Customer Retention, PPC, Direct Sales, iWork, Keynote, Social Media, Final Cut Pro, Retail, Graphic Design, iLife, Video Production, Team Mentoring, Photoshop, iOS, iCloud, Training, Retail Sales, OS X, Retail Sales Experience, iPhone, Teaching, Web Design, Mac OS, SaaS, Golf Clubs, Golf Courses, Golf Course Management, Golf Instruction, Sales Process
Education
Academy of Art University 2010 — 2011
Master of Arts (M.A.), Multimedia Communications
Brigham Young University 2003 — 2007
Bachelor of Science (B.S.), Recreation Business Management
Napa Valley College 2002 — 2003
Political Science
97th Floor March 2015 - Present
COBRA PUMA GOLF July 2014 - Present
Apple Inc. September 2011 - February 2015
Food for Health International July 2010 - July 2011
Boostability February 2010 - June 2010
Heritage Financial Group February 2009 - February 2010
Riverside Country Club February 2006 - February 2009
Skills
Sales, SEO, Marketing, Digital Marketing, B2B, Leadership, Business Development, Management, Account Management, Sales Management, Golf, Social Media Marketing, Online Advertising, Digital Media, Sales Presentations, Customer Service, Advertising, Customer Retention, PPC, Direct Sales, iWork, Keynote, Social Media, Final Cut Pro, Retail, Graphic Design, iLife, Video Production, Team Mentoring, Photoshop, iOS, iCloud, Training, Retail Sales, OS X, Retail Sales Experience, iPhone, Teaching, Web Design, Mac OS, SaaS, Golf Clubs, Golf Courses, Golf Course Management, Golf Instruction, Sales Process
Education
Academy of Art University 2010 — 2011
Master of Arts (M.A.), Multimedia Communications
Brigham Young University 2003 — 2007
Bachelor of Science (B.S.), Recreation Business Management
Napa Valley College 2002 — 2003
Political Science
Travis Buhler, CFP®, ChFC®, CWS® Travis Buhler, CFP®, ChFC®, CWS®'s Heritage Financial Group Experience April 2009 - March 2010
Job Financial Advisor, CFP®, ChFC®, CRPC®, AAMS®
Industry Financial Services
Experience
USAA March 2010 - Present
Heritage Financial Group April 2009 - March 2010
State Farm June 2007 - June 2009
Brigham Young University June 2007 - February 2008
Summit Financial Marketing January 2006 - September 2006
Skills
Investments, Insurance, Retirement Planning, Finance, Series 7, Retirement, Financial Planning, Investment Advisory, Fixed Annuities, Life Insurance, Wealth Management, Loans, Mutual Funds, Financial Advisory, Estate Planning, Series 63, Public Speaking, Leadership, Investment Strategies, Asset Allocation, Securities, IRAs, 401k, Strategic Financial..., Uniform Combined State..., Series 65, Financial Planners, Spanish Translation, Certified Financial..., Spanish, Teaching Adults, Monte Carlo Simulation, Time Value of Money
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2002 — 2008
BA, Spanish Translation, English
The American College of Financial Services 2011 — 2013
Chartered Financial Consultant, ChFC®
USAA March 2010 - Present
Heritage Financial Group April 2009 - March 2010
State Farm June 2007 - June 2009
Brigham Young University June 2007 - February 2008
Summit Financial Marketing January 2006 - September 2006
Skills
Investments, Insurance, Retirement Planning, Finance, Series 7, Retirement, Financial Planning, Investment Advisory, Fixed Annuities, Life Insurance, Wealth Management, Loans, Mutual Funds, Financial Advisory, Estate Planning, Series 63, Public Speaking, Leadership, Investment Strategies, Asset Allocation, Securities, IRAs, 401k, Strategic Financial..., Uniform Combined State..., Series 65, Financial Planners, Spanish Translation, Certified Financial..., Spanish, Teaching Adults, Monte Carlo Simulation, Time Value of Money
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2002 — 2008
BA, Spanish Translation, English
The American College of Financial Services 2011 — 2013
Chartered Financial Consultant, ChFC®
Julie Morton Julie Morton's Heritage Financial Group Experience July 2006 - July 2011
Job Vice President of Value Hound
Industry Internet
Experience
Value Hound, LLC August 2011 - Present
Heritage Financial Group July 2006 - July 2011
Bank of America October 2001 - December 2005
Skills
Mortgage Lending, Mortgage Banking
Education
Mandarin High School 1991 — 1995
Diploma
Florida Community College at Jacksonville
Value Hound, LLC August 2011 - Present
Heritage Financial Group July 2006 - July 2011
Bank of America October 2001 - December 2005
Skills
Mortgage Lending, Mortgage Banking
Education
Mandarin High School 1991 — 1995
Diploma
Florida Community College at Jacksonville
Dylan Morris, CPA Dylan Morris, CPA's Heritage Financial Group Experience August 2011 - February 2012
Job Senior Accountant at Simon Property Group
Industry Accounting
Experience
Simon Property Group January 2015 - Present
McGladrey October 2012 - December 2014
Susan M. Miller, CPA February 2012 - July 2012
Heritage Financial Group August 2011 - February 2012
McGladrey January 2011 - April 2011
JF New & Associates May 2010 - August 2010
Skills
Accounting, Auditing, Tax Preparation, GAAP, US GAAP, Corporate Finance, CPA, ProSystem fx Tax, Financial Statements, Internal Controls, Financial Analysis, Financial Reporting, Microsoft Excel, Assurance, Microsoft Office, Financial Accounting
Education
Indiana University South Bend 2007 — 2012
B.S. Degree in Business, Accounting and Finance
Simon Property Group January 2015 - Present
McGladrey October 2012 - December 2014
Susan M. Miller, CPA February 2012 - July 2012
Heritage Financial Group August 2011 - February 2012
McGladrey January 2011 - April 2011
JF New & Associates May 2010 - August 2010
Skills
Accounting, Auditing, Tax Preparation, GAAP, US GAAP, Corporate Finance, CPA, ProSystem fx Tax, Financial Statements, Internal Controls, Financial Analysis, Financial Reporting, Microsoft Excel, Assurance, Microsoft Office, Financial Accounting
Education
Indiana University South Bend 2007 — 2012
B.S. Degree in Business, Accounting and Finance
Casey Purcell Casey Purcell's Heritage Financial Group Experience March 2006 - July 2006
Job Field Service Manager at SunLink
Industry Construction
Experience
SunLink July 2015 - Present
GRID Alternatives October 2012 - June 2014
SunLink June 2012 - June 2014
Delany Bay Fund January 2013 - January 2013
Sullivan Solar Power September 2011 - July 2012
Sullivan Solar Power October 2010 - August 2011
Gecko Logic USA June 2009 - September 2010
Luth Research September 2008 - May 2009
Honeycutt, Smith and Associates August 2006 - July 2008
Heritage Financial Group March 2006 - July 2006
Skills
Construction, Sustainability, AutoCAD, Project Planning, Renewable Energy, Project Management, Photovoltaics, Energy, Energy Efficiency, Construction Management, Business Development, Solar Energy, Management, Program Management, Analysis, Budgets, Training, Solar PV, Sustainable Energy, Cleantech
Education
Northeastern University 2001 — 2006
Bachelor of Science, Marketing and International Business
SunLink July 2015 - Present
GRID Alternatives October 2012 - June 2014
SunLink June 2012 - June 2014
Delany Bay Fund January 2013 - January 2013
Sullivan Solar Power September 2011 - July 2012
Sullivan Solar Power October 2010 - August 2011
Gecko Logic USA June 2009 - September 2010
Luth Research September 2008 - May 2009
Honeycutt, Smith and Associates August 2006 - July 2008
Heritage Financial Group March 2006 - July 2006
Skills
Construction, Sustainability, AutoCAD, Project Planning, Renewable Energy, Project Management, Photovoltaics, Energy, Energy Efficiency, Construction Management, Business Development, Solar Energy, Management, Program Management, Analysis, Budgets, Training, Solar PV, Sustainable Energy, Cleantech
Education
Northeastern University 2001 — 2006
Bachelor of Science, Marketing and International Business
Christian Rasband Christian Rasband's Heritage Financial Group Experience April 2008 - May 2009
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group May 2009 - Present
Heritage Financial Group April 2008 - May 2009
Skills
Series 7, Series 66, Personal Financial..., Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Investments, Securities, Retirement Planning, Health and Life License, Networking, Piano, Basketball, Football, Running, LDS, Estate Planning, Business Valuation, Intergenerational..., Licensed Life Insurance..., Financial Analysis
Education
Brigham Young University 2002 — 2009
B.A., Economics, Business Management
Frankfurt International School 1999 — 2003
Evershore Financial Group May 2009 - Present
Heritage Financial Group April 2008 - May 2009
Skills
Series 7, Series 66, Personal Financial..., Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Investments, Securities, Retirement Planning, Health and Life License, Networking, Piano, Basketball, Football, Running, LDS, Estate Planning, Business Valuation, Intergenerational..., Licensed Life Insurance..., Financial Analysis
Education
Brigham Young University 2002 — 2009
B.A., Economics, Business Management
Frankfurt International School 1999 — 2003
John Sperry John Sperry's Heritage Financial Group Experience June 2009 - May 2011
Job Owner/President at Principal Strategies LLC
Industry Financial Services
Experience
Principal Strategies LLC June 2013 - Present
Mcpartland Group May 2010 - May 2013
Heritage Financial Group June 2009 - May 2011
Skills
Retirement, Securities, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Life Insurance, Asset Allocation, Investment Strategies, Disability Insurance, Insurance, Fixed Annuities, Asset Management, Financial Services, 401k, Financial Advisory, Microsoft Excel
Education
Brigham Young University 2004 — 2009
BS Management, Finance
Hillcrest High School 2002 — 2004
Principal Strategies LLC June 2013 - Present
Mcpartland Group May 2010 - May 2013
Heritage Financial Group June 2009 - May 2011
Skills
Retirement, Securities, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Life Insurance, Asset Allocation, Investment Strategies, Disability Insurance, Insurance, Fixed Annuities, Asset Management, Financial Services, 401k, Financial Advisory, Microsoft Excel
Education
Brigham Young University 2004 — 2009
BS Management, Finance
Hillcrest High School 2002 — 2004
Chuck Roberson's Heritage Financial Group Experience January 1988 - December 2000
Job Wealth Manager at Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management May 2006 - Present
FPA of New Jersey January 2008 - March 2014
Lee-Nolan Associates January 2001 - May 2006
Heritage Financial Group January 1988 - December 2000
Education
University of Delaware 1979 — 1983
BS, Business
Modera Wealth Management May 2006 - Present
FPA of New Jersey January 2008 - March 2014
Lee-Nolan Associates January 2001 - May 2006
Heritage Financial Group January 1988 - December 2000
Education
University of Delaware 1979 — 1983
BS, Business
Drew Hatfield's Heritage Financial Group Experience May 2005 - December 2008
Job Mortgage Loan Officer at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2012 - Present
Wright-Patt Credit Union February 2008 - March 2011
Heritage Financial Group May 2005 - December 2008
Omega Mortgage Banc,LLC June 2001 - April 2005
Skills
Loan Origination, Refinance, Customer Service
Education
University of Cincinnati 2006 — 2009
Business Administration, Marketing and Real Estate
U.S. Bank January 2012 - Present
Wright-Patt Credit Union February 2008 - March 2011
Heritage Financial Group May 2005 - December 2008
Omega Mortgage Banc,LLC June 2001 - April 2005
Skills
Loan Origination, Refinance, Customer Service
Education
University of Cincinnati 2006 — 2009
Business Administration, Marketing and Real Estate
Wade Fieber's Heritage Financial Group Experience August 2008 - December 2009
Job Financial Advisor with USAA
Industry Financial Services
Experience
USAA February 2010 - Present
USAA February 2010 - Present
USAA Financial Services February 2010 - Present
CougarTown Laundromat March 2007 - March 2010
Heritage Financial Group August 2008 - December 2009
CougarTown Laundromat December 2007 - September 2008
Heritage Financial Group 1989 - 2008
Heritage Financial Group 1989 - 2008
Southwest Plumbing Supply April 2007 - December 2007
Southwest Plumbing Supply April 2007 - December 2007
Education
Texas A&M University-Kingsville 2011 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Utah Valley University 2006 — 2008
BS, Business Management with Finance and Banking Emphasis
Utah Valley State College 2005 — 2008
Bachelors, Finance Emphasis
Evanston High School 1997 — 2001
diploma, General Studies
USAA February 2010 - Present
USAA February 2010 - Present
USAA Financial Services February 2010 - Present
CougarTown Laundromat March 2007 - March 2010
Heritage Financial Group August 2008 - December 2009
CougarTown Laundromat December 2007 - September 2008
Heritage Financial Group 1989 - 2008
Heritage Financial Group 1989 - 2008
Southwest Plumbing Supply April 2007 - December 2007
Southwest Plumbing Supply April 2007 - December 2007
Education
Texas A&M University-Kingsville 2011 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Utah Valley University 2006 — 2008
BS, Business Management with Finance and Banking Emphasis
Utah Valley State College 2005 — 2008
Bachelors, Finance Emphasis
Evanston High School 1997 — 2001
diploma, General Studies
Aaron Wellington's Heritage Financial Group Experience 2003 - Present
Job Operations / Acquisitions
Industry Real Estate
Experience
HFG June 2003 - Present
Heritage Financial Group 2003 - Present
Citi financial March 2002 - December 2002
Citi January 2001 - August 2001
Skills
REO, Purchase, Mobile Homes, Property Management, Dispositions, Loans, Real Estate, Land, Valuation, Negotiation, Due Diligence, Financial Analysis, Cash Flow, Investment Properties, Real Estate Investment, Foreclosures, Leases, Contract Negotiation, Real Estate Transactions, Distressed Property, Refinance, Real Estate Development, Sellers, Tenant, Single Family Homes, Real Estate Negotiation, Construction, 1031 Exchanges, Buyer Representation, Land Acquisition, Listings, Selling, Landlord, First Time Home Buyers, Asset Management, Buying, Rentals, Disposition, Real Estate Financing, Investments, Property, Real Estate Economics, Apartments, Landlords, Sales
Education
Indiana University Bloomington 1994 — 1998
Biology, Psycology
Goshen High school 1989 — 1993
NA
HFG June 2003 - Present
Heritage Financial Group 2003 - Present
Citi financial March 2002 - December 2002
Citi January 2001 - August 2001
Skills
REO, Purchase, Mobile Homes, Property Management, Dispositions, Loans, Real Estate, Land, Valuation, Negotiation, Due Diligence, Financial Analysis, Cash Flow, Investment Properties, Real Estate Investment, Foreclosures, Leases, Contract Negotiation, Real Estate Transactions, Distressed Property, Refinance, Real Estate Development, Sellers, Tenant, Single Family Homes, Real Estate Negotiation, Construction, 1031 Exchanges, Buyer Representation, Land Acquisition, Listings, Selling, Landlord, First Time Home Buyers, Asset Management, Buying, Rentals, Disposition, Real Estate Financing, Investments, Property, Real Estate Economics, Apartments, Landlords, Sales
Education
Indiana University Bloomington 1994 — 1998
Biology, Psycology
Goshen High school 1989 — 1993
NA
Keith MacLean's Heritage Financial Group Experience Principal Partner/Executive Vice PresidentFirst Capital MortgageFebruary 1992 - January 2007
Job General Manager at Heritage Financial Group
Industry Banking
Experience
Heritage Financial Group Principal Partner/Executive Vice PresidentFirst Capital MortgageFebruary 1992 - January 2007
Education
University of North Carolina at Greensboro 1965 — 1970
BA +, Industrial Psychology/Occupational Sociology
Heritage Financial Group Principal Partner/Executive Vice PresidentFirst Capital MortgageFebruary 1992 - January 2007
Education
University of North Carolina at Greensboro 1965 — 1970
BA +, Industrial Psychology/Occupational Sociology
Chris Pollock's Heritage Financial Group Experience March 1995 - Present
Job President at Heritage Financial Group
Industry Real Estate
Experience
Heritage Financial Group March 1995 - Present
Bank of America March 1991 - March 1995
Deloitte & Touche January 1988 - March 1991
Skills
Financial Analysis, Real Estate Investment, Investment Properties, Real Estate Transactions, Real Estate, Negotiation, Mobile Homes, Due Diligence, Accounting, Dispositions, Disposition, Real Estate Development, Real Estate Economics, Real Estate Acquisitions, Property Management, Brokerage, Real Estate Financing, Loans, Commercial Real Estate, Apartments
Education
Indiana University Bloomington 1983 — 1987
BS, Accounting
Heritage Financial Group March 1995 - Present
Bank of America March 1991 - March 1995
Deloitte & Touche January 1988 - March 1991
Skills
Financial Analysis, Real Estate Investment, Investment Properties, Real Estate Transactions, Real Estate, Negotiation, Mobile Homes, Due Diligence, Accounting, Dispositions, Disposition, Real Estate Development, Real Estate Economics, Real Estate Acquisitions, Property Management, Brokerage, Real Estate Financing, Loans, Commercial Real Estate, Apartments
Education
Indiana University Bloomington 1983 — 1987
BS, Accounting
Bryan Fitzgibbons's Heritage Financial Group Experience March 2004 - June 2006
Job Project Management Associate Professional at CSC
Industry Information Technology and Services
Experience
CSC April 2008 - Present
State Farm June 2006 - October 2008
Heritage Financial Group March 2004 - June 2006
Skills
Insurance, Property & Casualty..., Commercial Insurance, Sales, Project Management, Life Insurance, Technology, Procedure Creation, Procedure Development, Procedure Manuals, Workflow Management, Workflow Diagrams, Requirements Gathering, Reinsurance
Education
Eastern Connecticut State University
CSC April 2008 - Present
State Farm June 2006 - October 2008
Heritage Financial Group March 2004 - June 2006
Skills
Insurance, Property & Casualty..., Commercial Insurance, Sales, Project Management, Life Insurance, Technology, Procedure Creation, Procedure Development, Procedure Manuals, Workflow Management, Workflow Diagrams, Requirements Gathering, Reinsurance
Education
Eastern Connecticut State University