THI Partners

Pat Francisco
Patrick D. Francisco & Associates
Duluth, MN

Joe Foster
Dallas, TX
(214) 379-0349
Robert Gardner
WSG Advisors
Hilton Head Island, SC
(843) 837-8562

Tom Greider
Roehl & Sittner Investment Advisors, LLC
Eugene, OR
(541) 683-2085

Jim Grogan
eWall Street Wealth Management
Mt. Pleasant, SC

John L. Jenkins
Business & Family Transitions LLC
San Diego, CA 
(858) 554-1714

Mark Johnson
Bauer, Captain & Johnson
Bosie, ID
(800) 605-6669

Jeff Jones
Jones & Company CPAs, LLC
Lancaster, OH
(740) 653-6900


Michael Laine

Laine Wealth Management

El Segundo, CA

(310) 568-4516

Roger McClure

Wealth Counselors

McLean, VA

(571) 633-0330

Don Parkhill

Parkhill Financial Group

Coshocton, OH

  1. (740)202-0114

Jeff Rogers

Stewardship Advisory Group

Ocoee, FL

(407) 470-1405

Roger Shake

Legacy Consulting Group

Plano, TX

(972) 599-4750

James W. Smyth

Indiana Estate Attorney

Carmel, IN

(317) 843-5566

Betsy Strong

San Francisco, CA

(415) 271-5559

Richard Tanner

Ownership Advisors

Cleveland, OH

(216) 328-5538

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Not all THI Partners are listed here. These are partners whose qualified Heritage Design professionals have chosen to be listed on the website