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Hergenroeder Financial Advisors, Inc. Enhancements To Team Foundation
(Timonium, MD) Hergenroeder Financial Advisors, Inc. continues to shape their financial advisory team with the addition of Nance Reed, who has been selected to oversee client operations and services as Hergenroeder Financial Advisors’ Business Operations Manager.
Nance is a graduate of Michigan State University, where she earned a Bachelor of Science degree in Physical Education (’79) and a Masters of Arts in Education/Sports Psychology (’81). Nance brings over thirty years of administrative experience with her to HFA, most recently as the Senior Associate Director of Athletics for Team Administration at Towson University. During her tenure at Towson University, Nance held various positions involving many facets of operational responsibilities in addition to overseeing compliance regulations of NCAA rules and procedures, event management and community outreach, all of which will support the HFA team and their commitment to a hands on approach for clients. “Having Nance join the HFA team is a windfall for us,” stated Rebecca Hergenroeder, President and founding partner of Hergenroeder Financial Advisors, Inc. “Her experience in management and outstanding ability to engage with people is just the right fit for our company. I am delighted that she accepted our offer to join HFA.”
In addition, Hergenroeder Financial Advisors, Inc. is pleased to recognize that Roxanne Marshall, CPA is marking five years as a valued member of the HFA team. “Roxanne continues to bring her investment, advisory, and insurance knowledge to Hergenroeder Financial Advisors and has become a significant part of our team, ” stated Lisa Hergenroeder, CFP®, EA®, AIF®, ChFC®, CLU®. “We are committed to giving our clients paramount financial services and by compiling a team of accomplished professionals, we can stand behind that commitment.”
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.