Team
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...
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...
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...
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...
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...
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...
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...
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...
Maggie serves as Client Services Manager for Heffernan Financial Services. She joined the firm in 2020 with over 7 years of experience in the financial services industry. Maggie earned her Bachelor’s Degree in Psychology from the...