Heritage Asset Management, LLC

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC for 13 years. Thompson is also involved as an agent selling life, health, disability, annuities, and long-term care insurance through Heritage Financial Services LLC. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $155 million in discretionary assets across about 746 client relationships and uses third-party strategist models via the Orion Portfolio Solutions platform.