560 Van Reed Road
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...
Registered Office Assistant
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...
Customer Service Specialist
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...
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....
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...