When trying to navigate uncertain times, it is nice to have retail experience on your team. Heritage Creek Financial is pleased to announce that it has welcomed a new representative, Robert Henderson, and has opened a new office servicing the Fairfield Bay area.
Robert and his wife, Pamma, have lived in the area since 2007. He brings over 35 years of accounting experience to the team. He has worked as partner of a large CPA firm, as well as Vice President/ CFO at an oil and gas company in western Arkansas. Robert will be a vital asset to financial planning at Heritage Creek Financial because of his expertise in many financial areas. Robert holds a Bachelor of Science degree in accounting from Arkansas Tech University and a Masters in Business Administration, with emphasis in leadership and ethics from John Brown University.
Heritage Creek only has retail clients, therefore keeping a clear vision on clients’ needs and expectations. Managing risk is extremely important during uncertain times, which leads to not panicking when a market seems shaky. Having a team that understands all different sectors and not just one particular sector will help you develop a safer, more personalized plan for your future.
Heritage Creek Financial is branch office for a large, nationwide Broker/Dealer with access to products and research that assists in building a financial plan and implementing it for a customer’s future needs and goals.
Heritage Creek Financial will be co-sponsoring a free Economic Forum and free pancake breakfast on July 28 from 8 a.m. until 9:30 a.m. at the Fairfield Bay Lion’s Club building. Speakers will provide a short program to discuss the current economic environment and how future events could affect these conditions and also answer any questions you may have.
Fairfield Bay office: 479-461-4828
Conway office: 501-329-2542