Broker Check

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


Call us at 800-437-0045

LPL Service Center (800) 558-7567


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...

Read more

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...

Read more

Sean Kelly

Vice President and Financial Advisor



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...

Read more

Rebecca Tapia

Assistant Vice President/Financial Consultant


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...

Read more

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...

Read more

Marcella Saliba

Vice President, Director of Operations


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...

Read more

Christina Villecco

Vice President of Legislation and Compliance


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...

Read more

Andy Ryan

Investment Advisor Representative


As Investment Advisor Representative of Heffernan Financial Services, Andy is responsible for portfolio construction, investment management selection, analysis, and monitoring of client accounts. He has over 20 years of experience in...

Read more

Dallas Otter

Executive Vice President / Plan Advisor



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...

Read more

Elsie Criswell

Client Services Manager



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...

Read more

Matthew Pearson

Vice President / Plan Advisor



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...

Read more

Meaghan Vescio

Client Services Manager


(415) 778-0139

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...

Read more