Skip to main content

Heritage Asset Management
  • Home
  • About 
    • Our Team
  • Our Services
  • Resources
  • Contact
  • Client Login

    You are here

  1. Home
  2. About
  3. Our Team

Our Team

David W Thompson

CEO
Investment Advisor

(816) 348-2061
dthompson@heritage-kc.com
David is the founder and CEO of Heritage Asset Management. He has been in the investment industry for over 20 years. David graduated from Avila College in Kansas City with a degree in Business Administration-Finance. He has a passion for investments and tries to share that knowledge with everyone he comes in contact with. He has been married to Kasey for over 20 years and they have two teenage girls. When he is not working, David likes to spend time outdoors as much as possible and doing things like fishing or going to baseball games.

Dustin A Johnson, AAMS®

Investment Advisor

(816) 348-2062
djohnson@heritage-kc.com

Dustin has been in the financial services industry since 2008 and currently holds the Accredited Asset Management Specialist designation. He began his career with Waddell & Reed as an investment advisor where he achieved one of the top honors of pacesetter of the year. In 2012, he realigned his practice at Heritage Financial Services as an investment advisor representative.

Dustin graduated from the University of Kansas with a bachelor degree in economics with an emphasis in business administration. He currently holds securities registrations Series 7, 66, and Life and Health Insurance Licenses. Amongst those licenses, he is certified as a Long-Term Care registered licensee and certified Fit-To-Retire coach. Lastly, he is past president and current membership committee chair of business networking international.

Dustin currently resides in Leawood, Kansas with his wife Kristen and their two children Bennett and Leighton.

 

 

Abby Carpenter

Advisor Support

(816) 348-2060
acarpenter@heritage-kc.com

Kasey Thompson

Advisor Support

(816) 348-2060
kthompson@heritage-kc.com

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

(816) 348-2060

Investment Advisory Services offered through Heritage Asset Management, LLC, an SEC Registered Investment Advisor.  

The Heritage Asset Management web site is limited to general information and assists clients of the firm to gain access to their respective accounts.  No account or personal information is contained in this site.  Furthermore, no information or commentary on this site should be construed as individual advice or a call to action for any client or perspective client.  Any such commentary, product, strategy, or theory contained in this site should be considered generic.  We recommend, if any questions arise, please contact your advisor directly for clarification. 

Form ADV 2A & 2B  |  Privacy Notice  |  Form CRS (Client Relationship Summary)

 

© 2024 Heritage Asset Management. All rights reserved.

Website Design For Financial Services Professionals