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.
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...
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...
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...
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...
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...