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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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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