Heritage Financial Strategies

Shanna Tingom is an independent financial professional and the founder of Heritage Financial Strategies. Her specialty is working with female entrepreneurs, business leaders, and individuals experiencing life transitions. A veteran of the financial services industry, Shanna was 19 years old when a meeting with a financial advisor revealed her purpose and passion. The advisor dismissively reached across the desk, patted her on the head, and said, "Don't worry sweetheart. Your husband will take care of this money stuff for you someday." Since then, Shanna has built a career out of helping others take charge of their financial future. She's more likely to draw pictures and use props to counsel clients rather than use traditional methods involving price-to-earnings ratios and mountain charts. Shanna considers herself a life-long learner and keeps apprised of changes in the industry. She earned a bachelor's degree in business from William Penn University and a master's degree in organizational management from the University of Phoenix.