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Team

At Heritage Creek Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
A lifelong resident of Arkansas, Tony Henderson holds his B.S. in both Economics and Finance from the University of Arkansas- Little Rock. Tony had served his customers as a Vice-President of Crews and Associates where he gained his...

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David comes to Heritage Creek with 35 years of sales/ IT experience. He has helped his business clients achieve their corporate goals using expanded projects through the years. His passion for personal finance is obvious and will help...

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Jackie is a graduate of the University of Central Arkansas with a Bachelor of Business Administration Degree in Accounting and is an enrolled agent with the IRS. She has worked as an accountant in various industries for 17+ years in...

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