OverRidge Wealth Advisors

Andrew Heinz is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been with Lee Johnson Capital Management LLC for over 30 years. Heinz also serves as Vice President and CIO for various insurance providers, focusing on fixed annuities and life insurance. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting services. The firm customizes investment allocations across multiple asset classes and employs both long-term and trading strategies, offering consolidated reporting that can include held-away assets.

Hayden Heinz is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining OverRidge, he worked in various roles including at Uber and Texas Tech University. He is also licensed in insurance and engages in commission-based insurance sales and consulting. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with portfolio management and financial planning. The firm customizes investment allocations across multiple asset types using a range of strategies and offers consolidated reporting that can include held-away assets.

Ronnie Huskey is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lee Johnson Capital Management, Triad Advisors, and Waddell & Reed. Huskey also performs survivor benefit analysis for various insurance companies. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes investment allocations using a range of strategies and offers consolidated reporting that can include held-away assets.

Dane Petty is a financial advisor with OverRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and has been an independent insurance agent since 2006. Outside of his advisory role, Petty serves as an elder at Travis Avenue Baptist Church, where he contributes to the church’s vision and financial budget. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes investment allocations across multiple asset classes and employs a range of strategies while providing consolidated reporting, including held-away assets.

Robert Knapp is a financial advisor at OverRidge Wealth Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lee Johnson Capital Management, LLC. He has been with OverRidge Wealth Advisors since 2019. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes allocations across various asset classes and employs a range of investment strategies while providing consolidated reporting that may include held-away assets.

Maureen Maidlow is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Lee Johnson Capital Management since 2015. Maidlow also reviews insurance needs for clients and prospects as a licensed insurance representative. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as standalone financial planning and consulting. The firm customizes allocations across various asset classes and employs both long-term and trading strategies while providing consolidated reporting that can include held-away assets.

Neil Vanzandt is a financial advisor at OverRidge Wealth Advisors with over 40 years of experience in the financial and legal sectors. He has held roles at Securities America Advisors and Securities America Inc, and has operated his own law offices and financial practice. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tactical management of variable annuity sub-accounts, using a combination of fundamental, technical, and charting analysis across a range of investment options.

Christopher Coffin is a financial advisor at OverRidge Wealth Advisors in Fort Worth, TX, with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes working at LPL Financial and operating as a self-employed advisor. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm employs customized allocations across various asset classes and uses both long- and short-term strategies, with ongoing account monitoring and consolidated reporting that can include held-away assets.

Jeffery Sorensen is a financial advisor with OverRidge Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Triad Advisors Inc., Sorensen Wealth Management, Summit Financial Consultants, Inc., and Triad Hybrid Solutions. He is a member of Provisors, a professional networking group. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm customizes allocations across various asset classes and employs both long-term and trading strategies while providing consolidated reporting that can include held-away assets.