Building A Legacy With Intention
F. Todd Schwendiman
Todd dedicated his career of financial service to his Utah home when he established Heritage Wealth Management in 2004. He and his team have been serving Utah families ever since. He welcomes people from all financial walks of life into his office and uses his experience, skills and education to help solve problems and address the concerns of his clients, while presenting strategies and options unique to every person that works with him.
Todd believes in the culture of family and works to serve the generational goals of his clients. He also knows that retirement can be different for each generation, and so he works to provide knowledge and strategies that are appropriate for each person’s situation.
Dallin Schwendiman
Dallin has worked 7 out of the last 9 years at Heritage Wealth Management. He began in Marketing & Sales. He became a Licensed Financial Professional in 2021. He obtained his insurance license in the State of Utah in 2016. He obtained the Series 65 in 2022 and became a Wealth Advisor in 2023. He was promoted to President in 2025. He obtained a Bachelor of Science degree in psychology from Utah Valley University. In 2019, he married his best friend, Hannah, and they have three beautiful children, Madden, Summer and Hallie. He enjoys camping, hiking, pickleball, traveling and adventuring with his family.
Todd dedicated his career to financial services after discovering his passion for helping people build financial security. After losing his job, he went to his dad for advice, but ended up building him a financial plan instead. It was then that Todd understood his knack for financial services. He studied finance at the University of Utah, earning his degree in 1989. Pursuing independence in 2004, Todd established Heritage Wealth Management, serving Utah families from all walks of life. Todd built his practice on the foundations of integrity, gratitude, and the belief that life is better together. He believes that life is not meant to be spent alone. He has created a space that not only serves the generational goals of his clients but also serves as a home base for his community to come together, dream, and build the lives they envision.
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Dallin began helping his dad at the age of seven, stuffing envelopes and learning the value of hard work. As he grew older and entered the work force, he was eager to find his way in business. While working as a door-to-door pest control salesman, he came across a book that would catapult him into the next phase of his life. The book focused on mindset, and after reading it, Dallin became aware of the importance of a growth mindset vs a fixed mindset. He continued in his business while attending college and found himself more successful than ever. Dallin graduated with a degree in Psychology and decided to go into business with his dad to continue the mission of helping families in their community build intentional futures.
Todd chose independence so he could serve families ethically, personally, and without compromise. Free from corporate pressure or outside agendas, he built a practice centered on trust, education, and custom planning, where every client is treated like family, and every plan reflects the life behind it. Dallin believes that when the client is always put first, everything else will fall into place. With his background in psychology and years of hands-on experience, Dallin now works alongside his father to carry Heritage forward for the next generation. Together, Todd and Dallin serve Utah families with the same intention that started it all: helping people feel prepared, supported, and confident as they move into the next chapter of life. Todd and Dallin aim to go above and beyond for every client, giving individuals an experience they’ll tell their friends and family about.
Dan Frandsen
Dan focuses on Life Insurance at Heritage Wealth Management, bringing over nine years of experience in the financial services sector. Having passed the Series 65 Exam, as well as a life and health insurance license, he is an alumni of the Cox School of Business at Southern Methodist University in Dallas and holds an MBA with concentrations in Financial Consulting and Brand Management as well as a Bachelors of Art from Weber State University. Dan is enthusiastic about guiding individuals to comprehend the intricacies of money management, emphasizing the importance of saving, investing, and preserving their financial future. Dan’s multifaceted knowledge, coupled with his educational background, positions him as a valuable asset to our team and a trusted advisor for those seeking comprehensive financial guidance.
Cameron Hasting
Cameron is new to Heritage Wealth Management. For the last 4 years, he has been putting his experience working in the financial service field into practice. He enjoys seeing others achieve their financial goals, live happy lives, and being successful. Cameron has a Bachelor’s Degree in Business Administration from California State East Bay. He will oversee new business processing, account transfers, and he couldn’t be more excited to be a part of this amazing team! Earlier in 2024 he married his best friend Hayley, and they are expecting their first baby girl in January.
Becky Bath
Becky has been with Heritage Wealth Management for five years and brings us her extensive experience in office and business management. She and her husband, Zach, have owned and operated a very successful concrete company for over 18 years, of which Becky has been and is a crucial partner in the everyday business operations. Becky likes to stay busy and learn new things. She was born and raised and has always lived in Utah. She enjoys the outdoors and loves traveling with her husband and two children.
