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Leadership Team

Samuel Nelson, CFP® Sales Director, **Financial Advisor
Fort Walton Beach, FL
Office: 850-752-2400
Cell: 850-333-1731
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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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Robert Lee, MBA, CLF VP Career Distribution
Birmingham, AL
Office: 205-580-1335

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Edward F. Nelson, MBA Managing Partner
Pensacola, FL
Office: 850-972-8067
Cell: 201-920-3376
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Kim Purnell Sales Director
Palm Bay, FL
Office: 321-291-5105

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Shawn Parry, CLTC Managing Partner
Texarkana, TX
Office: 870-330-7170
Cell: 903-276-1660
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Support Team

Jordyn Harlow Executive Assistant
Tallahassee, FL
Office 850-574-4462

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Kelly Adams Executive Assistant
Pensacola, FL
Office 850-466-1292

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Amanda Langford Chief Operations Officer
Pensacola, FL
Office 850-805-5207

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Lindsey Jernigan Director of Marketing and Compliance
Pensacola, FL
Office 850-466-1292

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Amy Ward Agency Development Coordinator
Birmingham, AL
Office 205-778-0880

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Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
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*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 is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to 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. Guarantees are subject to the claims paying ability of the issuing insurance company. American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.