ABOUT US

F. Todd Schwendiman

Todd is the Founder and President of Heritage Solutions Group.  For over 20 years, he has helped numerous families and individuals along the Wasatch Front and throughout the western United States protect their retirement assets and prepare for retirement. He believes that it‘s vital for people to understand that their retirement may last 30-40 years, and that Income, Social Security and Safe Money Asset Management planning are crucial in this process. In his time in the financial services industry, Todd has found that most pre-retirees and retirees he works with are not concerned about running out of money, they’re fearful of running out of income. When he’s able to sit down with someone and help solve their retirement income needs with just a portion of their portfolio, utilizing the balance for an investment strategy, he can see the sense of relief in their eyes when they get it. He relishes those “ah ha” moments when clients relax, knowing that their income will be there throughout their entire retirement. Todd is a member of the National Ethics Association, is a recognized National Social Security Advisor and holds a Series 65 securities registration.

Todd has been married to his best friend Laurel for over 36 years and they are proud parents of three children and grandparents of  four. A native of Salt Lake County, he earned a finance degree from the University of Utah and a business degree from Salt Lake Community College. He enjoys traveling with his wife and family and taking advantage of the beautiful Utah outdoors.

Christian Williams

Christian is an Advisor for Heritage Solutions Group. He will participate in conducting annual reviews and will assist in offering tailored solutions for asset management and income planning. He has 18 years of experience in the Financial Service Industry which has included banking and lending, retirement planning, and customer service.  He enjoys getting to know clients on a personal level and helping them reach their financial and retirement goals.  He has his Series 7 and 66 securities designations.  Christian has a bachelor’s degree in marketing from the University of Utah.  He has lived in Utah his whole life and enjoys the outdoors and travelling with his wife Jennie and 2 kids.

Gaelyn Schwendiman

Gaelyn is the office manager. She has been working at Heritage Solutions Group for over 3 years. Her experience in office administration includes many different fields such as medical, dining and even spas. She likes to stay busy and has no problem doing that between work and raising two boys!

Alex Agnew

Alex is the Director of Marketing and Compliance.  She joined Todd 5 years ago to assist him in the office and growing the business.  She continues to work from home while raising her two girls.  She grew up in Salt Lake County and graduated with a Bachelor of Science degree from the University of Utah.  She holds her Life and Health Insurance licenses.