Address 1010 S 120th St Suite 200 Omaha NE 68154 Phone (402) 558-6860 Fax (402) 558-9748 Casey Knake CFP®, CLU®, CHFC®, CAP® Managing Partner cknake@heritagefin.net Ben Conover Partner bconover@heritagefinservices.com Daniel Pierce Director of Operations dpierce@heritagefinservices.com Thomas Wilkinson Director of Compliance twilkinson@heritagefinservices.com Michael Booth LUTCF, FSS Financial Advisor mbooth@heritagefinservices.com Mark Brungardt Financial Advisor mbrungardt@heritagefinservices.com Alan Hauschild CFP®, CLTC Financial Advisor ahauschild@heritagefinservices.com Tim Iverson LUTCF, FSCP Financial Advisor tiverson@heritagefinservices.com Keaton Knake Financial Advisor kknake@heritagefinservices.com Aaron Ostler ChFC® Disability Specialist & Financial Advisor aostler@heritagefinservices.com Patrick Zimmer Financial Advisor pzimmer@heritagefinservices.com Sue Gomez Executive Assistant sgomez@heritagefinservices.com Angela Corbett Marketing acorbett@heritagefinservices.com Stephanie Grant Administrative Assistant sgrant@heritagefinservices.com Mary Johnson Insurance Assistant mjohnson@heritagefinservices.com Amanda Smith Marketing asmith@heritagefinservices.com Kelsey Schwenker Assistant kschwenker@heritagefinservices.com
