The financial professionals at Heritage Financial Services, LLC, are here to help you realize your financial goals by helping you make the most of your money.
*Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.
In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.
"Helping you make the most of your money"
Casey Knake has been advising individuals, families and small businesses for over 25...
Team Member Since 2008
Ben is a graduate of the University of Nebraska-Lincoln with a Bachelor of Finance. Ben is licensed to sell life,...
Team Member Since 2013
Mitchell is a graduate of Morningside College in Sioux City, IA where he was a part of the Mustangs basketball team...
Team Member Since 2014
Colby graduated from the University of Nebraska-Lincoln with a Bachelor of Finance with an emphasis on risk...
Keaton joined Heritage Financial Services in 2017 is a graduate of the University of Lincoln with a Bachelor of Finance. Keaton brings over...
Jamie graduated from Wayne State College with a Degree in Business Administration . She began working with Casey in May 2002. Currently, Jamie is...
Melissa graduated from Wayne State College with a Bachelor’s Degree in Finance and Human Resource Management. She joined Casey’s team...
Gloria began working with Casey in August 2008. She works with the retirement plans and investment clients. Gloria is a Registered Representative...
Team member since 1995.
Carmen assists Ben Conover as an administrative assistant and customer service representative.
Team member since 2017.
Kelcy is responsible for greeting clients, gathering and updating personal information, creating marketing...
Team member since 2018.
Vicky assists Ben Conover with a variety of office duties, including managing his calendar and creating marketing...
Team member since 2018.
Among various marketing duties, Callie schedules appointments for Mitchell and helps manage his calendar.
© 2018 Heritage Financial Services, LLC. All rights reserved.
