Our Team

Nationwide Expertise. Local Commitment.

Heritage Insures is supported by a nationwide network of licensed independent insurance agents and financial services professionals. Headquartered in Houston, Texas, we serve families, businesses, and churches across all 50 states, providing personalized solutions designed to help protect what matters most and support long-term financial goals.

Heritage Insures - Nationwide Coverage across all 50 states

Leadership

The executives guiding Heritage.

David Harris

Chairman & CEO

David Harris serves as Chairman & CEO of Heritage Insures. David is a dynamic entrepreneur and innovative business strategist who has created successful enterprises in industries ranging from staffing to retail to facilities management to technology. He has been well served by his talent for envisioning marketable concepts and developing them into viable commercial entities. Harris brings over 40 years of experience in managing profitable businesses with a national footprint. Prior to founding Heritage, Harris founded and managed BestStaff, the largest minority-owned personnel staffing firm in the South with offices in Houston, Dallas, Beaumont, Orlando, Atlanta, and Baltimore. He co-founded and served as Chairman of the Board for BTS Team, one of America's largest property management firms, managing over 10,000 properties in 15 states for the U.S. Department of Housing and Urban Development.

dharris@hfhllcorp.com 713-906-6322

All 50 States

Dannin Harris

President, Heritage Insures

Dannin Harris brings a diverse background in sales, marketing, and customer service to high-net-worth individuals with over a decade of experience successfully managing his own independent luxury automobile dealership. Since joining Heritage in 2018, Harris has focused on providing specialized insurance and financial products to Non-Profit and Faith Based Organizations with the goal of growing the company into a nationwide Independent Marketing Organization. Dannin is licensed to sell Life/Health and Property/Casualty Insurance. A graduate of a Historically Black College (HBCU), Dannin understands the importance of maximizing the effectiveness of organizational resources, focusing on provision of world-class customer service, and service to his community. Dannin's unique perspective and experience allow him to offer a well-rounded and comprehensive approach to management of the company.

danninharris@gmail.com 281-831-9231

All 50 States

Winfred Frazier

Chief Operating Officer / CFO

Winfred Frazier serves as the Chief Operating Officer/CFO for Heritage Insures and is responsible for management of the day-to-day administrative operations. Mr. Frazier is also responsible for overseeing the Finance and Accounting Divisions and ensuring that the company's financial reports are accurate and completed in a timely manner. Winfred brings 30+ years of service in the Insurance and Financial industries and is licensed in both insurance and securities. He consults globally to both for-profit and non-profit organizations and is a recognized leader in his field.

wfrazier@hfhllcorp.com 832-389-8691

All 50 States

John Wesley White

Chief of Staff & Director of Contracting

John Wesley White is Chief of Staff and serves as the primary advisor to both the CEO and President on operational and financial matters. Mr. White performs discreet tasks and projects on their behalf and responds to inquiries on behalf of the CEO. He also provides department heads with expert advice to enhance the overall efficiency of the organization and guides development of the Strategic Plan. John brings 30+ years of diverse public and private sector global business management experience supporting multi-billion-dollar infrastructure construction projects and global manufacturing facilities. He previously served as Vice President, Procurement & Materials Management, for Dallas/Ft. Worth International Airport, the third largest and second busiest passenger airport in the world, and in Silicon Valley as Deputy Director/Chief Procurement Officer for Valley Transportation Authority.

Featured Agent Spotlights

Dedicated advisors dedicated to your future.

Agent Profile

Meet Sherelyn Duhart Monts

Licensed Life & Health Insurance Professional

“At Heritage Insures, membership is built on meaningful relationships, not just products. We believe in taking the time to understand your goals, your values, and your vision for the future. I invite you to learn more about me and discover how we can work together to help you achieve the financial security and peace of mind you deserve.”

Sherelyn Duhart Monts is a licensed Life and Health Insurance professional with more than 25 years of experience helping individuals, families, churches, and organizations protect what matters most and build a secure financial future. As a representative of Heritage Insures, she is committed to providing personalized guidance and solutions tailored to your unique goals and circumstances — whether you are planning for retirement, protecting your loved ones, building wealth, or creating a lasting legacy.

404-482-8773 sduhart1@yahoo.comService territory: TX · AR · GA · TN · KY

Agent Profile

Meet Mavis Jones

Licensed Insurance Professional

“Six years ago, I began helping seniors navigate their Medicare options as part of a personal ministry. Through those experiences, I recognized a much greater need for education, protection, and financial preparedness among individuals, families, businesses, and churches.”

Mavis Jones is a retired Program Manager who answered a new calling by becoming a licensed insurance professional. Six years ago, she began helping seniors navigate their Medicare options as part of a personal ministry. Through those experiences, she recognized a much greater need for education, protection, and financial preparedness among individuals, families, businesses, and churches. Today, she is committed to helping clients make confident, informed decisions that protect what matters most — whether preparing for retirement, protecting loved ones, building wealth, or planning a lasting legacy.

501-580-2342 mavjon50@gmail.comService territory: AR

Agent Profile

Meet Kenneth Monts

Licensed Life & Health Insurance Agent

“At Heritage Insures, we believe insurance and financial planning begin with relationships. By taking the time to understand your goals, values, and vision for the future, we can provide solutions that are tailored to your unique needs and aspirations.”

Kenneth Monts is a licensed Life and Health Insurance agent whose journey has been rooted in service, education, and community engagement. As a community advocate, author, and insurance professional, he has spent years connecting with individuals, families, churches, and organizations through educational programs, historical presentations, and public outreach initiatives. His mission is to educate, inform, and assist individuals and families in navigating the important financial and insurance decisions that impact their lives — whether planning for retirement, protecting loved ones, building wealth, or preparing a lasting legacy.

281-730-1854 litrocken@gmail.comService territory: TX · AR · GA · TN · KY

Agent Profile

Meet Dr. Joseph Webb, III

Founder, Profit Planners Management Group · Financial Professional

“Guided by the belief that knowledge is the foundation of sound financial decision-making, our relationship-first, education-driven approach begins with understanding each client's goals, values, and priorities before recommending solutions tailored to their unique needs.”

Dr. Joseph Webb, III is the founder of Profit Planners Management Group and an experienced financial professional dedicated to helping individuals and organizations make informed financial decisions and build stronger financial futures. With more than three decades of experience, Dr. Webb provides guidance in retirement planning, wealth management, asset protection, tax planning, financial education, insurance and legacy planning. Dr. Webb also works with employers to address the growing challenges of healthcare costs and employee benefits through innovative, tax-efficient healthcare and wellness solutions. A retired Air Force Reserve veteran, he approaches his work with a strong commitment to stewardship, integrity, service, and lasting relationships.

Professional Designations & Credentials

CKA — Certified Kingdom AdvisorCRFA — Certified Retirement Financial AdvisorCLTC — Certified Long Term Care SpecialistFRC — Federal Retirement ConsultantRON — Remote Online Notary

305-905-1055 joewebb@profitplannersmg.comService territory: All 50 States

Licensed Agents