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American Heritage Financial, LLC Employee Directory

Financial ServicesFlorida, United States51-200 Employees

American Heritage Financial, LLC is a financial services firm based in Cantonment, in Florida's Panhandle, serving clients on life insurance and securities matters. It emphasizes unbiased, no-pressure guidance and seeks to understand each client’s goals to develop a tailored strategy. Representatives are licensed to conduct life insurance and securities business in Florida and may be licensed in other states; securities are offered through OneAmerica Securities, Inc., and the firm is not affiliated with OneAmerica or its broker-dealer or registered investment adviser status.

The firm presents itself as a relationship-focused advisor that explores all options to find suitable solutions for each client’s unique situation. In January 2025, American Heritage Financial announced the appointment of Terrence M. Shashaty as President, effective January 1, 2025.

Find American Heritage Financial, LLC employees' phone numbers or email addresses

American Heritage Financial, LLC Global Highlights

Location
Employees

North America
85

Minus sign iconPlus sign icon
  • United States Of America
    85

American Heritage Financial, LLC's Leadership

  • Stylized image of a person
    J. H.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Past President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. N.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Owner
    Phone icon
    Mobile Phone

American Heritage Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Consultant
  • Other
  • Arts & Design

Contact profiles from American Heritage Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jun 08, 2026
  • Stylized image of a person
    M. W.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jan 05, 2026
  • Stylized image of a person
    C. J.
    Past President
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 26, 2026
  • Stylized image of a person
    E. N.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    P. R.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Sep 03, 2025
  • Stylized image of a person
    D. K.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 30, 2026
  • Stylized image of a person
    J. H.
    Founder
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 30, 2026
  • Stylized image of a person
    C. T.
    Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. M.
    Director Of Talent Acquisition
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    B. S.
    Sales Director
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 16, 2026

Frequently Asked Questions

What is American Heritage Financial, LLC known for?

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 3155 Gateway Lane Cantonment, Florida 32533 United States; you can contact the main corporate office by phone at
+1-850-466-****
. Explore American Heritage Financial, LLC's company overview page for more information.

What is American Heritage Financial, LLC's most common email format?

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Heritage Financial, LLC email formats with LeadIQ.

How many employees does American Heritage Financial, LLC have currently?

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC has approximately 70 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are American Heritage Financial, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, American Heritage Financial, LLC's key employees include:

  • Founder: J. H.
  • Managing Partner: J. L.
  • Managing Partner: M. W.
  • Past President: C. J.
  • Managing Partner: E. N.

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