Scott is a Wealth Advisor and Registered Principal for Heritage Investments, and he serves on the firm's Investment Committee. Scott graduated from the University of Central Missouri and has held his Certified Financial Planning™ designation for more than three decades. Scott joined Hinde and Company, then Heritage Investments, in 1991. With more than 30 years of experience, Scott provides a deeply educated market perspective along with a continuous passion to help his clients achieve their financial goals. When not advising clients, Scott enjoys spending time at Lake Viking with his family, taking photos and playing golf.

Dave is an experienced Investment Advisor at Heritage Investments; he has been an integral part of the firm since 2001. He graduated from Missouri State University and holds his Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. Dave develops innovative and creative solutions to help clients identify their financial objectives and realize their dreams. Dave is passionate about serving his clients and his community as part of Young Life, a local youth ministry. Some of his favorite pastimes are basketball, golf and spending time with family.

David is a knowledgeable and enthusiastic Financial Advisor at Heritage Investments helping clients reach their financial goals. He graduated from the University of Missouri with a dual degree in Finance and Real Estate. He has worked in financial services since 2005 and is passionate about helping clients reach their financial goals. Outside of the office, David enjoys spending time with his wife and children and helping the community. David has served as a board member for Habitat for Humanity, United Cerebral Palsy, St. Joseph School Foundation, United Way Leadership St. Joseph, and St. Joseph Youth Alliance.

Charles is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. After graduation, he joined Fidelity Investments as a Sector Specialist, where he obtained his Certified Financial Planner™ designation. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals. Charles is an avid golfer and snow skier, and he enjoys spending time traveling.

Deena joined Heritage Investments in 2010 as Executive Administrative Assistant. She is responsible for the organization and coordination of office operations, compliant procedures, and resources to facilitate effectiveness and efficiency throughout the firm. Deena is frequently the first voice you hear when you call, and she plays an instrumental role in working with Heritage clients. Deena has more than 30 years' experience in the financial services industry, having started her career as an Executive Assistant in an estate planning firm. She later joined A.G. Edwards & Sons as a Cashier and Wire Operator, and then Merrill Lynch as a Cashier and Client Services Associate. Deena was married to her husband Dennis for more than 46 years, and they share two sons and four grandchildren. She enjoys family, friends and football.
(Deena is a Non-Registered Assistant with SagePoint Financial) 

Holley joined Heritage in 2023 as an Executive Administrative Assistant. She is responsible for the organization and coordination of office operations, compliant procedures, and resources to facilitate effectiveness and efficiency throughout the firm. Holley has nearly a decade of experience in the finance industry and joins Heritage after 9 years with Nodaway Valley Bank. In her years before Heritage, Holley served as a Loan Operations Specialist as well as a Relationship Banker; helping clients secure funding, service accounts, and managing customer engagement with the bank. Holley is a member of the Northwest Missouri Financial Women's group and enjoys reading, shopping, and spending time with her family.