John R. Prichard, Sr.

John Prichard, Sr. is a member of the Firm's Corporate Retirement Plan Committee and the Investment Policy Committee and has direct relationship responsibility for a number of the Firm's clients.

Prior to Heffernan, Mr. Prichard was the founder and owner of his own practice which he merged with Heffernan Financial Services. In his practice, Mr. Prichard advised individual and corporate clients on investment and insurance planning strategies. At Heffernan, Mr. Prichard holds responsibility for corporate retirement plan review and design assistance and development of investment policy statements and 404(c) documentation. Mr. Prichard also provides plan reviews and education initiatives for the Firm's corporate plan sponsors and participants.

Mr. Prichard holds a Bachelor of Arts degree in Economics from the University of the Pacific and holds a Series 7, Series 63, Series 65 and Series 24 registrations with LPL Financial.