San Francisco-based Heffernan Financial Services, a division of Heffernan Insurance Brokers, has added Robert J. Dreher as vice president and chartered retirement plans specialist to its Financial Services division.
Prior to joining Heffernan, Dreher was a financial advisor for Ameriprise Financial. He began his career with Dean Witter Reynolds and became part owner of Smith Bellingham International, a boutique investment firm specializing in estate planning and investment management for high net worth families.
Was this article valuable?
Here are more articles you may enjoy.