Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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) 779-6250

(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....

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Beverly Killian, Life & Health

Customer Service Specialist

(610) 779-6250

(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...

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Brooke Breyer

Administrative Assistant

(610) 779-6250

(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...

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Rachel Jaspers, 6, 63, Life & Health Licenses

Registered Office Assistant

(610) 779-6250

(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...

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Rodney Breyer, CLU, ChFC

Principal

(610) 779-6250

(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...

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Client Centered

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.