Heritage Financial Celebrates 25 Years!

Great things are possible when meticulous attention to detail, a tireless work ethic and a vision for the greater good come together.

This is the story of Heritage Financial.

As we celebrate 25 years, we invite you to learn more about what drives us, what defines our client relationships, and what sets us apart from the rest.

Kristin Castner, CFA

Kristin Castner, CFA

At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.

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