Retail Investment Alternatives

Heritage Bank > Retail Investment Alternatives

Meet the Team

Stephanie Wood

Registered Investment Advisor
Office: 308-398-4000
Cell: 308-390-9192

Stephanie is a Registered Investment Advisor with 19 years experience specializing in Retirement Planning and Advisory Services.  Fully licensed in insurance and investments, she is dedicated to developing a financial strategy for each individual client based on their unique goals and objectives.

Allison Goza

Registered Investment Representative
Office: 308-398-4000

Allison specializes in Retirement and Investment planning for millennials.  Since joining Heritage, Allison has earned her Life & Health insurance license and passed her Series 7 exam.  She takes pride in achieving client satisfaction through excellence in customer service.

Why Choose Us?

When you look around town, you’ll find an investment broker on nearly every street corner.  Why choose one over the other?  What should you be looking for when selecting someone to help you meet your investment goals?  Maybe you don’t even know what a realistic investment objective should be or where to begin?  Rest assured, we understand how overwhelming that can be.  We commend your decision to look for someone with the expertise to help you find the answers.

At Heritage, investors of all sizes have an opportunity to work with two of the most professional, conscientious, well-informed and caring people in the industry.  Stephanie and Allison work as a team to identify where you are today, where you’d like to get to, what your unique needs are, and identify a risk tolerance that allows you to achieve your goals while still sleeping easy at night.  Then they’ll craft an investment strategy suited just to you.  You get to decide whether you like those recommendations or want to make any adjustments before moving forward.  They’re available to meet with you in person or over the phone whenever you need them throughout the life of our relationship as well.  We’re not interested in a quick sale – we’re with you for the long haul.

Stock chart with calculator, fountain pen and eyeglasses

Our Services:

  • IRAs
    • Traditional
    • Roth
    • SEP
    • Simple
  • 401(k)
  • 403(b)
  • Fixed Income
  • Brokered CDs
  • Mutual Funds
  • Stock
  • Structured Products
  • Unit Investment Trusts
  • ETFs and ETNs
  • Unit Investment Trusts
  • Alternative Investments

Learn More:

You can learn more about the differences between Registered Investment Advisors and Brokers here. When you’re ready to begin, please give Stephanie or Allison at call at 308-398-4000.

LPL Financial Member FINRA/SIPC

The investment products sold through LPL Financial are not insured Heritage Bank deposits and are not FDIC insured. These products are not obligations of Heritage Bank and are not endorsed, recommended or guaranteed by Heritage Bank or any government agency. The value of the investment may fluctuate, the return of investment is not guaranteed and loss of principal is possible.
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