Broker Check

Heffernan Retirement Services - Because You're Different - San Francisco, CA

 

800-437-0045

Team

Prior to founding the firm, the partners of Heffernan Financial Services gained their industry experience at some of the largest and most respected financial institutions in the country. As a group, we bring a combined level of experience and expertise matched by few.

 
Blake Thibault serves as one of the Principals of Heffernan Financial Services. Mr. Thibault is a member of the Firm’s Investment Policy Committee, the Corporate Retirement Review Committee and has direct relationship responsibility...

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John Clark serves as a member of the Corporate Retirement Plan Committee, and has direct relationship responsibility for a number of the Firm’s clients. Mr. Clark has been working in the corporate and non-profit retirement industry...

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Sean Kelly

Vice President and Financial Advisor

949-771-3429

415-778-0139

Sean Kelly is Financial Advisor and Vice President for Heffernan Financial Services. He represents Heffernan in Southern California working out of the Orange County and Los Angeles offices. He also services the San Diego, Inland Empire...

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Rebecca Tapia

Assistant Vice President/Financial Consultant

415-808-1369

Rebecca Tapia is a member of the Research Group and also serves on the Retirement Plan Committee. Ms. Tapia joined the firm in 2003 as a research analyst and was promoted in 2011 to Education Specialist. Ms. Tapia is responsible for...

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Anthony Calomeni is a Vice President at Heffernan Financial Services. Anthony is a knowledgeable, experienced advisor who has been servicing his clients for over 15 years. He specializes in retirement income planning strategies for...

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Jennifer Owen, CFP® RICP®

Vice President, Financial Advisor

949-771-3408

415-778-0139

Jennifer is a Financial Advisor and Vice President for Heffernan Financial Services. She has extensive experience in financial services, having joined the industry in 2006. Jennifer consults with clients and their legal and tax...

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Marcella Saliba

Vice President, Client Relations

415-808-1301

Mrs. Saliba is a part of the Retirement Plan Committee and Research Group. Mrs. Saliba oversees all areas of service and management and helps develop internal processes for the team. Mrs. Saliba joined Heffernan Financial Services in...

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Mrs. Calderon joined Heffernan Insurance Brokers as an intern in 2009 before transitioning into a part-time administrative assistant role for Heffernan Financial Services in 2012. Mrs. Calderon became a full time administrative assistant...

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Christina Villecco

Vice President of Legislation and Compliance

212-466-4674

Christina Villecco graduated with her B.A. from Colgate University in 2004, and received her J.D. from New York Law School where she focused her studies on labor, employment and ERISA law. Christina advises employers of their...

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Dallas Otter

Executive Vice President / Plan Advisor

206-508-1448

206-702-2745

Dallas Otter is the Executive Vice President of Heffernan Retirement Services’ Seattle office. He has over 35 years of experience in the retirement plan consulting industry, and provides fiduciary governance guidance to...

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Elsie Huxtable

Client Services Manager

206-702-2746

206-702-2745

Elsie serves as the Client Services Manager for Heffernan Retirement Services' Seattle area office. She graduated in 2007 from the University of Oregon with a degree in Economics and comes to Heffernan with seven years of investment...

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Matthew Pearson

Vice President / Plan Advisor

206-702-2747

206-702-2745

Matthew Pearson serves as the Vice President of Heffernan Retirement Services’ Seattle office. He works with clients on designing and implementing best practices for retirement plans, drafting Investment policy statements, and...

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