Preston supports the firm’s advisors in delivering thoughtful, comprehensive financial guidance to clients. He plays an active role in financial plan preparation, analysis, and ongoing client service, helping ensure recommendations are accurate, well-informed, and aligned with each client’s goals.

He began his career at Heritage as an intern and was promoted in recognition of his strong work ethic, attention to detail, and commitment.

Preston earned his Bachelor’s degree in Business Administration from Liberty University and is currently studying for the Certified Financial Planner® (CFP®) exam.