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  2. About
  3. Our Team

Our Team

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David W Thompson

Partner

(816) 322-6350
(816) 223-1409
dthompson@heritage-kc.com

David first came to Kansas City to attend Avila University where he played baseball and earned his degree in Business Administration Finance.  David entered the Financial Services industry right before September 2001.  This turned out to be very special timing for him.  He became a financial advisor at a time when many people were desperately seeking advice.  As his practice grew, he developed a focus on individual planning and investment management.  In 2009, David moved his practice and joined HFS in Belton.  He is currently a principal partner in Heritage Financial Services and acting CFO.  David lives in Lake Winnebago, MO with his wife Kasey and two daughters.

David would say that his main passion outside of work is his family.  He likes to spend his free time doing pretty much anything outdoors.  Some of his favorite activities include boating, fishing, and attending his girls’ athletic events.  He and his family are members of Lee’s Summit Community Church. 

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Dustin A Johnson, AAMS®

Partner

(816) 322-6350
(913)221-5760
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.

 

 

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

816-322-6350

Investment Advisor Representative offering Securities and Investment Advisory Services through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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