*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

Ellen has 31 years of advertising, sales, customer service, and insurance experience.  She was born and raised on a dairy farm in Wisconsin which guides her love for gardening and landscaping to this day.  Learning to do new things is a passion of hers along with any DIY project she can get her hands on. She moved to the Tallahassee area 15 years ago to enjoy the glorious warm weather of Florida while also experiencing the wonderfully treed and hilled terrain that only North Florida provides.  She has worked in a B2B environment for several years and then decided to also work in the private sector side by helping people to coordinate their financial lives.  Many of the decisions we make prior to retirement can greatly affect the quality of our lives during retirement. She is Life and Health licensed in both Florida and Georgia.

Loading
  • Get in Touch