Heritage Financial logo

Heritage Financial Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Heritage Financial, Inc. operates as a full-service mortgage brokerage focused on residential financing. Its offerings encompass Conventional, FHA, VA, and Reverse Mortgages, serving clients with a range of loan options and guidance through the mortgage process. Based in Annapolis, Maryland, the firm operates within the financial services industry and serves individuals seeking mortgage solutions, leveraging a local presence to support residential lending needs.

With a corporate footprint indicated by a modestly sized team, Heritage Financial positions itself within the consumer finance segment of mortgage brokerage. The organization maintains professional credentials and licensing across multiple jurisdictions, reflecting its compliance-driven approach to residential lending. Recent developments include board-level appointments, signaling ongoing governance activity and organizational evolution within the broader Heritage Financial corporate family.

Find Heritage Financial employees' phone numbers or email addresses

Heritage Financial Global Highlights

Location
Employees

North America
40

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  • United States Of America
    39
  • Canada
    1

Asia
1

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  • Malaysia
    1

Heritage Financial's Leadership

  • Vp Construction Lending at Heritage Financial
    S. Y.
    Vp Construction Lending
  • Founder/Ceo at Heritage Financial
    D. A.
    Founder/Ceo
  • Founder / Lead Broker at Heritage Financial
    A. D.
    Founder / Lead Broker
  • Managing Partner at Heritage Financial
    M. B.
    Managing Partner
  • Regional Director at Heritage Financial
    S. S.
    Regional Director
  • Senior Loan Officer at Heritage Financial
    C. L.
    Senior Loan Officer
  • Senior Loan Officer at Heritage Financial
    C. L.
    Senior Loan Officer
  • Senior Mortgage Processor at Heritage Financial
    K. L.
    Senior Mortgage Processor

Heritage Financial Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Recruiting
  • Other

Contact profiles from Heritage Financial

Name
Title
Contact
Location
Last Update
  • Founder/Ceo at Heritage Financial
    D. A.
    Founder/Ceo
    United States, Maryland
    Jun 26, 2026
  • Founder / Lead Broker at Heritage Financial
    A. D.
    Founder / Lead Broker
    United States, Kansas
    Jun 28, 2026
  • Managing Partner at Heritage Financial
    M. B.
    Managing Partner
    United States, Missouri
    Apr 16, 2026
  • Vp Construction Lending at Heritage Financial
    S. Y.
    Vp Construction Lending
    United States, Maryland
    May 28, 2026
  • Regional Director at Heritage Financial
    S. S.
    Regional Director
    United States, Florida
    Apr 16, 2026
  • Senior Loan Officer at Heritage Financial
    C. L.
    Senior Loan Officer
    United States, Maryland
    Jun 28, 2026
  • Senior Loan Officer at Heritage Financial
    C. L.
    Senior Loan Officer
    United States, Pennsylvania
    Aug 02, 2024
  • Senior Mortgage Processor at Heritage Financial
    K. L.
    Senior Mortgage Processor
    United States, Maryland
    Mar 31, 2026
  • Senior Loan Officer at Heritage Financial
    R. H. H.
    Senior Loan Officer
    United States, Maryland
    Jun 01, 2026
  • Mortgage Loan Officer at Heritage Financial
    K. W.
    Mortgage Loan Officer
    United States, Maryland
    May 28, 2026

Frequently Asked Questions

What is Heritage Financial known for?

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Heritage Financial operates in the Financial Services industry. Explore Heritage Financial's company overview page for more information.

What is Heritage Financial's most common email format?

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Heritage Financial employees' email format typically follows the pattern of First@heritagefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial email formats with LeadIQ.

How many employees does Heritage Financial have currently?

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Heritage Financial has approximately 18 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Heritage Financial's key employees and leadership?

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As of September 2026, Heritage Financial's key employees include:

  • Vp Construction Lending: S. Y.
  • Founder/Ceo: D. A.
  • Founder / Lead Broker: A. D.
  • Managing Partner: M. B.
  • Regional Director: S. S.

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