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Leadership Team

Tim Wilcox Managing Partner
Office: (404) 386-6238

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Peter Ramundo* Managing Partner, Registered Representative
Naples, FL
Office: (239)302-1772
Cell: (845)558-0673
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Jamie Lawhorne* Managing Partner, Registered Representative
The Carolinas
Office: (540)849-0132
Cell: (540)849-0132
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Craig Jernigan*, LUTCF, CLF President, Registered Representative
Pensacola, FL
Office: 850-466-1292
Cell: 850-937-7948
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Nick Smith* Sales Director, Registered Representative
Pensacola, FL
Office: 850-407-4640
Cell: 309-530-1239
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David Keith*, LUTCF, CLF Managing Partner, Registered Representative
Tallahassee, FL
Office: 850-391-6690
Cell: 850-509-3376
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Nate Hudson* Sales Director, Financial Advisor
Tallahassee, FL
Office: 850-391-6889
Cell: 850-296-9446
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Robert Lee*, MBA, CLF VP Career Distribution
Birmingham, AL
Office: 205-580-1335

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Edward F. Nelson*, MBA Managing Partner, Financial Advisor
Pensacola, FL
Office: 850-972-8067
Cell: 201-920-3376
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Support Team

Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.