Hergenroeder Financial Advisors, Inc. Expands its Team

 
TIMONIUM, Md. - Nov. 19, 2013 - PRLog -- Timonium, Maryland: Hergenroeder Financial Advisors, Inc. is pleased to announce the addition of Anthony Malizia and Megan Kelly as Client Services Associates. “We are excited to have Anthony and Megan on board,” says Lisa Hergenroeder, CFP®, EA, AIF®, ChFC®, CLU®.  “Having Anthony and Megan on the HFA team will help maintain and enhance relationships with clients.  They will be performing a variety of support functions—including assistance with the wealth management system, research, operational transactions, and front line support.”

Anthony and Megan are recent graduates from the Virginia Polytechnic Institute and State University Financial Planning Program. Virginia Tech has one of the top three CFP® Board recognized programs in the country. Both will sit for the comprehensive CFP® examination in March 2014.

The team at Hergenroeder Financial Advisors, Inc. provides a hands on approach to financial guidance. They believe in helping clients manage and secure their wealth by providing comprehensive strategies and unparalleled service throughout their lifetime.

Securities offered through LPL Financial – Member FINRA/SIPC

Contact
Lisa Hergenroeder
lisa.hergenroeder@lpl.com
(410) 769-8262
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Tags:Financial Planning, Wealth Management, Cfp
Industry:Business, Financial
Location:Timonium - Maryland - United States
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