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.
Beazley Rejects Zurich Insurance’s £7.7 Billion Takeover Bid 
20,000 AI Users at Travelers Prep for Innovation 2.0; Claims Call Centers Cut 
Pacific Life Seeks to Dismiss Kyle Busch’s $8.5M Lawsuit Over Insurance Policies 
Sweeping US Winter Storm Threatens Blackouts and Snarled Travel 
