David has 30 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started his own trust company, Heritage Trust Company, in 1992. After growing client assets to $325 million, Heritage...

Eric has more than 12 years’ experience in the accounting, tax and financial services industries. He specializes in working with individuals and small businesses in helping establish and achieve their financial goals. Eric spent...

Angela has more than 15 years' experience crafting clear and purposeful communications for ecommerce, banking, education, and nonprofit sectors. She specializes in bridging organizational goals with consumer needs...