Heritage Advisory Group

If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Jacyne Woodcox

Jacyne Woodcox

Financial Advisor

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Bill McCall

Bill McCall

Financial Advisor

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Robert Wallace

Robert Wallace

Financial Advisor

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Robert Schutt

Robert Schutt

Associate Financial Advisor

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Team

Liddie Dockery

Liddie Dockery

Administrative Assistant

Rebekah Stevens

Rebekah Stevens

Client Service Coordinator