*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.
Terry Anderson, LUTCF

Steve Manthey, LUTCF, is a Financial Advisor with American Heritage Financial serving the Fort Walton Beach and surrounding areas.  He has been working in the financial industry for almost 30 years.  He is well-versed in helping his clients with all their financial needs to include life insurance as well as investments.  Steve graduated from Worthington Community College with an Agriculture Business degree.  Prior to coming to American Heritage, he worked with both Mass Mutual and MetLife as a Financial Advisor. 

 

In his free time, Steve enjoys spending time with his wife of 36 years, Paula, and their two children.  He is an avid golfer and a member of Crosspoint Church. 

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