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.
Westchester Close to Settling on Hurricane Sally Condo Claim That Topped $230M 
State Farm Inked $1.5B Underwriting Profit for 2025 but HO Loss Persists 
Baldwin Posts Fourth Quarter Loss; Carlisle Takes Over Underwriting Group 
Meta Loses Insurance for Defense in Major Social Media Addiction Litigation 
