Our Staff

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.

Heffernan Financial Services

Steve Williams
President, Financial Services
Heffernan Investment Advisors
Phone: 415-808-1300
Blake A. Thibault
Senior Vice President / Advisor
Heffernan Financial Services
Phone: 415-808-1359
John R. Prichard, Sr.
Senior Vice President / Advisor
Heffernan Financial Services
Phone: 415-808-1317
John Clark
Assistant Vice President
Heffernan Financial Services
Phone: 415-808-1370
Marcella Saliba
Assistant Vice President / Financial Services
Heffernan Financial Services
Phone: 415-808-1301
Lisa Ergut
Senior Client Service Associate
Heffernan Financial Services
Phone: 415-808-1316
Rebecca Tapia
Education & Communication Specialist
Heffernan Financial Services
Phone: 415-808-1369
Ian Burditt
Business Development
Heffernan Financial Services
Phone: 415-808-1390

Heffernan Investment Advisors

Steve Williams
President, Financial Services
Heffernan Investment Advisors
Phone: 415-808-1300
Paul Hitchcock
Managing Director
Heffernan Investment Advisors
Phone: 415-808-1362
Andy Ryan
Chief Investment Officer
Heffernan Investment Advisors
Phone: 415-808-1365
Sandy Lowengart
Portfolio Manager
Heffernan Investment Advisors
Phone: 415-808-1352
Marcella Saliba
Assistant Vice President / Financial Services
Heffernan Financial Services
Phone: 415-808-1301
Anna W. Gee
Portfolio Management & Research Analyst
Heffernan Investment Advisors
Ian Burditt
Business Development
Heffernan Financial Services
Phone: 415-808-1390