Rodney C. Zeeb, President
& CEO
The Heritage Institute, LLC
1800 Blankenship Road, Suite 310
West Linn, Oregon 97068
www.theheritageinstitute.com
rod@theheritageinstitute.com
Phone: (503) 655-3786
Toll Free: (877) 447-1659
Fax: (503) 650-2246
The Heritage Group of North
America
Bill Cole, Louise Cole, Tony De Gregorio & Phil Purpura
250 Washington Street
PO Box 1450A
Toms River, NJ 08754
800-343-9448
info@thgona.com
James H. Dean, CLU, ChFC
Sagemark Consulting
555 White Plains Road
Tarrytown, NY 10591
914-333-7644
jdean@Inc.com
Larry L. Van Oort, CWC
Family Legacy Planning SpecialistsTM
411 Clay Street
Cedar Falls, IA 50613
319-277-6040
private@lvanoort.com
Michael Begin, CFP® & Daryl LePage, CFP®
Begin, LePage & Co., LLC
2080 Silas Deane Highway, Suite 304
Rocky Hill, CT 06067
860-257-8688
michael@beginlepage.com
daryl@beginlepage.com
Paul Binnion, Senior Vice President; Liz
Donaghy, William Hughes, Sean Kane, Harry Clark
Clark Capital Management Group, Inc.
1735 Market Street, 34th Floor
Philadelphia, PA 19103
215-569-2224
215-569-3639 (fax)
pbinnion@ccmg.com
www.ccmg.com
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William M. Eck, CWC
Director of Wealth Management
Rocky Mountain Adventist Healthcare Foundation
7995 East Prentice Avenue, Suite 204
Greenwood Village, CO 80111
Connie Seay
CEMCO
2129 E. 23rd Street
Tulsa, OK 74114
918-747-7790
Qcon@aol.com
Brian M. Bell, CWC
Mentor Chair for The Heritage Institute
1800 Blankenship Road, Suite 310
West Linn, OR 97068
503-655-3786
brian@theheritageinstitute.com
Janet Krakowiak
Wealth Counselors of New Mexico
HC 66 Box 79
Demming, NM 88030
505-895-3316
jkr@starband.net
Tom Fowler, CWC
Fowler Financial Group
365 118th Avenue, Suite 200
Bellevue, WA 98005
425-453-1585
tom@fowlerfinancial.com
Larry Knudsen
Financial Security Group
1001 4th Avenue, Suite 2800
Seattle, WA 98154
888-453-1020
Larry.knudsen@fsgllc.com
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David W. Shepherd, ChFC, CFP®
Retirement Financial Services Inc.
6300 E. El Dorado Plaza, Suite A-200
Tucson, AZ 85715
520-325-1600
dave@retirementfinacial.com
Robert A. Strommen
Registered Representative Tower Square Securities, Inc.
Strommen & Associates, Inc.
612-331-3805
www.strommen.com
Corporate Benefit Administrators, Inc.
612-331-3736
www.cba401k.com
Mark Johnson
913 W. River Street, Suite 400
Boise, ID 83702
800-605-6669
Mark.johnson@axa-advisors.com
Peter Toll, CWC
Ameriprise Financial
1800 Blankenship Road, Suite 300
West Linn, OR 97068
503-656-6612
Theodore.p.toll@ampf.com
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