From Accounting to Helping Our Clients Build Confidence in their Financial Plans

Having a partner who supports you not only in your personal life but also in your business endeavors can bring numerous benefits. From shared goals and mutual support to leverage complementary skills and the ability to navigate challenges together, a partner can enhance both your personal and professional growth.

Eric Tingom, the Director of Technology and Tax Strategy and Shannon's husband and business partner at Heritage Financial Strategies discusses his background in accounting, finance, and business management consulting. He highlights his role in building and managing Heritage, sharing the challenges they faced, including his extensive traveling before COVID and the process of rebuilding their office space. The importance of providing clients with a comprehensive financial planning experience and working towards their future goals is emphasized throughout the discussion.

Join us at Heritage Financial Strategies for a comprehensive and personalized financial planning experience that will help you achieve your future goals.

Episode Highlights

● Eric’s background in accounting

● Building their brand new office from scratch

● How his experience working with small businesses and government contracts has prepared him for his current role.  

● Producing a plan  

About the Guest

Eric Tingom is the director of technology and tax strategy of Heritage Financial strategies. He is a lifelong entrepreneur, starting his first technology company while in college at Arizona State University, where he earned a degree in Accounting. Right out of ASU, he worked in public auditing for Cooper and Lybrand, now Price Waterhouse Cooper (PWC). He has worked with private companies as well as large government agencies helping them comply with new rules and regulations and streamlining their policies and procedures.  

His past work experiences are part of why Eric joined Heritage Financial Strategies. He has played an integral part in setting up the technology, data security, and integration so that it meets all FINRA requirements. His work has been instrumental in the success of the business, where employees and clients enjoy the latest technological advances.  Eric will continue to have more interactions with clients as his role expands to bring new tax and insurance services to Heritage Financial Strategies clients.