Richard T. Heffern
Director, Insurance Planning
Mr. Heffern joined Ancora in 2017 and provides customized insurance offerings for Ancora’s individual, family and business clients. Prior to joining Ancora, Rick was the Principal and Founder of ReVera Partners, where he provided insurance solutions to non-profits, businesses, individuals, and families. He has served as Principal and Founder of The Financial Group, LLC, an insurance practice, and has also held the position of Vice President Insurance Services at Huntington Bank, Vice President at Pollock & Pollock, and Principal at Clark/Bardes, now Clark Consulting, all of which specialized in insurance or benefits solutions. Rick earned a Bachelor of Liberal Studies degree with an emphasis in Business from Hillsdale College in Michigan.
He is a member of the Association of Advanced Life Underwriters, the National Association of Insurance and Financial Advisors, and the Cleveland Association of Life Underwriters. He is a FINRA registered representative (BrokerCheck) and holds Life and Health Insurance Licenses.
