“WE HELP GOOD PEOPLE, MAKE GREAT FINANCIAL DECISIONS, TO LIVE A HAPPY & SUCCESSFUL RETIREMENT”
- HERITAGE WEALTH MANAGEMENT
Heritage Wealth Management was started by our President, Todd Schwendiman. He wanted to create a company that would help the pre-retirement and retirement communities in Utah through education and planning. Since then we have grown into a multi fiduciary advisor company that provides many services. Our team is committed to empowering you to have the tools to identify and achieve your financial goals and provide you with a more confident retirement.
Todd is the Founder and President of Heritage Wealth Management for over 24 years, he has helped numerous families and individuals along the Wasatch Front and throughout the western United States protect their retirement assets and prepare for retirement. He believes that it‘s vital for people to understand that their retirement may last 30-40 years, and that Income, Social Security and Safe Money Asset Management planning are crucial in this process. In his time as a financial advisor in the financial services industry, Todd has found that most pre-retirees and retirees he works with are not concerned about running out of money, they’re fearful of running out of income. When he’s able to sit down with someone and help solve their retirement income needs with just a portion of their portfolio, utilizing the balance for an investment strategy, he can see the sense of relief in their eyes when they get it. He relishes those “ah ha” moments when clients relax, knowing that their income will be there throughout their entire retirement. Todd is a member of the National Ethics Association, is a recognized National Social Security Advisor and holds a Series 65 securities registration.
Todd has been married to his best friend Laurel for over 39 years and they are proud parents of three children and grandparents of 8. A native of Salt Lake County, he earned a finance degree from the University of Utah and a business degree from Salt Lake Community College. He enjoys traveling with his wife and family and taking advantage of the beautiful Utah outdoors.
Dallin is a Financial Advisor for Heritage Wealth Management. With 9 years of experience with the company, he oversees new client appointments, account management, educational courses, as well as client servicing. He is Series 65 Securities licensed as well as Life/Health licensed in the state of Utah. He obtained a BS Degree in Psychology from Utah Valley University. In 2019, he married his best friend Hannah and they have two beautiful children Madden & Summer. He enjoys camping, hiking, pickleball, traveling, and adventuring with his family.
Christian is a financial advisor for Heritage Wealth Management. He will participate in conducting annual reviews and will assist in offering tailored solutions for asset management and income planning. He has 20 years of experience in the Financial Service Industry which has included banking and lending, retirement planning, and customer service. He enjoys getting to know clients on a personal level and helping them reach their financial and retirement goals. He has his Series 7, 66 and CRPC designations, as well as his life and health license. Christian has a bachelor’s degree in marketing from the University of Utah. He has lived in Utah his whole life and enjoys the outdoors and travelling with his wife Jennie and 3 kids.
Becky is the office manager and personal assistant to Todd. She's been with Heritage Wealth Management for 2 years. Her experience in office & business management is extensive. She and her husband Zach have owned and operated a very successful concrete company for over 18 years of which Becky has been and is a crucial partner in the everyday business operations of their company. Becky likes to stay busy and learn new things. She was born and raised and has always lived in Utah. She enjoys the outdoors and loves traveling with her husband and two children.
Laura is the Marketing and Events coordinator and new to Heritage Wealth Management. She grew up in Sandy and is a sports, outdoors and travel enthusiast. She graduated from Utah Valley University with a Bachelor’s in Science in Recreation Management and has focused on marketing and events throughout her career.
Alex is the administrative assistant. She joined Todd 9 years ago to assist him in the office and growing the business. She continues to work from home while raising her three kids. She grew up in Salt Lake County and graduated with a Bachelor of Science degree from the University of Utah. She holds her Life and Health Insurance licenses.