American Heritage Financial

05/22/2026

Today we're reminiscing on our wonderful experience at !

Congratulations to Jeff Hendrix for winning the Rally For Research Award of 2026! We were incredibly grateful to be able to attend this event and support the wonderful people at the Rally Foundation. The event raised $729,290 for childhood cancer research. We encourage anyone who can to click the link below and donate to their ongoing mission.

We wish Rally all the best as they continue their amazing work making a difference in the lives of children battling cancer.

Link to donate: https://bit.ly/4voI4C4

05/10/2026

We’re wishing all the wonderful mothers in our community a joyful and relaxing mother’s day.

We couldn’t be more grateful for the hard work of the amazing mothers on our team and in our area. Happy Mother’s day!

05/05/2026

Happy Cinco de Mayo!

Cinco de Mayo commemorates the unlikely victory of the Mexican army against French forces in 1862. It marked a significant turning point in the road to Mexican independence from the French. It also helps remind us that, while we may face long odds and setbacks, a solid strategy can be all it takes to reach our goals.

We can't wait to enjoy good food and good company this holiday. What are your Cinco de Mayo plans?

05/01/2026

Thank you to the University of West Florida for having us at the end of semester event, and congratulations to Sherry Hartnett on her retirement!

We're incredibly grateful for the opportunity to offer internships and hands-on experience to the hard-working students of UWF. This semester, we've hired two student interns through the program that have joined our admin and marketing team.

We wish Sherry all the best in the next stage of her career and we look forward to working with UWF more in the future.

04/28/2026

Happy Financial Literacy Month!

We believe financial literacy is a critical skill for building a stable future, and there’s always more to learn.

That’s why we’re offering free resources on our website to help you grow your financial skills. You can click the link below or go to the “resources” tab on our website to browse courses.

https://bit.ly/48sQKgX

04/17/2026

Congratulations to David Keith on his retirement! We had a wonderful time at his party at FSU.

David Keith has been with American Heritage Financial since the start. He's a devoted family man who made an impact on colleagues and clients alike in his time at AHF. Now, after 50 years of serving his community in the financial industry, we're excited to celebrate his well-earned retirement.

We couldn't be happier for you David! We wish you and your family nothing but the best in this new chapter!



Bill Lee Rickey D. Callahan Becky Hollis Wes Fischer Tammy Beal Keith Kevin Keith Alex Kerr Denise Wood Keith Adam Keith Amy Rich Kirkus Sarah Kerr Betty Rich David C. Rich Lynn Cox Iris Wells

04/02/2026

We're hiring for our Tallahassee location! Check this out if you want to come work with an amazing team.

Posted 6:34:13 PM. Experienced Financial Advisor | in Tallahassee, FLHiring 2 Financial Advisors | Base + Uncapped…See this and similar jobs on LinkedIn.

04/01/2026

We thank you for your understanding and patience during this time of change.

04/01/2026

Happy April Fool's Day! Here's a few harmless prank ideas to help you have a day of laughter and new experiences!

03/17/2026

Cheers to a lucky and prosperous St. Patrick's Day from your neighborhood holistic financial team! 🍀💚