Broker Check

Team

 

Rebecca Hergenroeder, CFP®, ChFC®, REBC®, MSFS, began her career as a financial advisor in 1992 with American Express Financial Advisors, Inc. In 1998, she founded her own business primarily due to her desire...

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Lisa Hergenroeder, CFP®, EA, AIF®, ChFC®, CLU®, has been a financial advisor since 1993 and is a principal of Hergenroeder Financial Advisors, Inc.

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Donald Burke, CFA

Chief Investment Strategist

Donald Burke, CFA, has been a portfolio manager and security analyst for over 40 years. He has known the principals of Hergenroeder Financial Advisors, Inc. for over 30 years and joined the firm in 2004 as Chief Investment Strategist.

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Roxanne Marshall, CPA, earned her Bachelors of Business Administration from the College of William & Mary and is a member of the Maryland Society of Accountants.

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Anthony Malizia, CFP®, joined Hergenroeder Financial Advisors, Inc. as a Client Services Associate in 2013 upon graduating from the esteemed Virginia Polytechnic Institute and State University CFP® Certification Education ...

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Michael Branthover, CFP®, developed the qualities of trust, integrity, and diligence as a collegiate athlete, which he now exhibits to HFA clients and their families. He joined Hergenroeder Financial Advisors, Inc. in 2015 upon...

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