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Meet Our Team

Our Mission

At Heritage Financial Consultants, we believe wealth should create more than financial security. It should create freedom, opportunity, and confidence in what comes next.

Our mission is to help our clients make thoughtful decisions about their wealth so they can spend less time worrying about their finances and more time living the life they’ve worked to build.

That begins with understanding the person behind the portfolio—their ambitions, responsibilities, values, and the people who matter most to them. We bring those pieces together into a financial strategy designed not simply around where they are today, but around where they want to go.

We are willing to question convention, explore new possibilities, and have candid conversations when we believe there is a better path forward. Because ultimately, our work isn’t about managing accounts.

It’s about helping people make more of what they have—and more of the life it makes possible.

The Heritage Financial Consultants Difference

Over a decade of experience

Custom financial plan, goals, & Strategies

Comprehensice set of services

Ready To Get Started? We're Here To Help.

Contact Us Today
David Fricke

David Fricke

Financial Advisor

Venessa Fox

Venessa Fox

Branch Operations Manager

Seth Fox

Seth Fox

Administrative Assistant

Trista Fox

Trista Fox

Branch Office Administrator

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