Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Amanda Rohrer
Registered Office Assistant
(610) 779-6166
amanda.rohrer@securitiesamerica.com
Amanda began working for Heritage Financial in 2005. She updates client information, processes applications, compiles client reviews, assists with research, and is the other friendly voice that greets you when you call our office....
Beverly Killian, Life & Health
Customer Service Specialist
(610) 779-6166
beverly.killian@securitiesamerica.com
Beverly has been with Heritage Financial since 2000. Prior to joining our team, she sold real estate, thus making her a perfect Customer Service Specialist. Beverly is responsible for researching competitive Life & Health insurance...
Brooke Breyer
Administrative Assistant
(610) 779-6166
brooke.breyer@securitiesamerica.com
As you can tell by her last name, Brooke is family. Brooke is the newest member of the HFA team. She is married to Rod's youngest son, John. She assists Rod with client reviews, communication, mailings, and is sometimes the friendly...
Christine Sleppy
Client Services
Rachel Jaspers, 6, 63, Life & Health Licenses
Registered Office Assistant
(610) 779-6166
rachel.jaspers@securitiesamerica.com
In February of 2003, Rachel joined the Heritage Financial team. She is a Registered Representative. She is the liaison between our broker/dealer and investment companies. She assists Rod with client presentations, research, and...
Rodney Breyer, CLU, ChFC
Principal
(610) 779-6166
rodney.breyer@securitiesamerica.com
Rod is the Senior Advisor at Heritage Financial. After working for other firms, he began to desire an “independent” platform in order to provide clients with a larger scope of investments. This prompted him to open Heritage...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.