What departments does Heritage Financial have?

Heritage Financial has employees across 1 departments including Civil Engineering & Construction.

What is the largest department at Heritage Financial?

The largest department at Heritage Financial is Civil Engineering & Construction with 1 employees.

Where are Heritage Financial employees located globally?

Heritage Financial has employees across 2 continents and 2 countries including Malaysia, United States Of America.

How has Heritage Financial's team size changed over time?

Heritage Financial's team has grown from approximately 7 to 8 employees based on available data.

Heritage Financial Employee Directory

Q: Who are Heritage Financial's key employees and leadership?

Heritage Financial's key employees include: Founder/Ceo: D. A., Vp Construction Lending: S. Y., Founder / Lead Broker: A. D..

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.

Heritage Financial Global Highlights

North America
23

United States Of America
23

Asia
1

Malaysia
1

Heritage Financial's Leadership

S. Y.
Vp Construction Lending
Mobile Phone
Email
D. A.
Founder/Ceo
Mobile Phone
Email
A. D.
Founder / Lead Broker
Mobile Phone
Email
M. B.
Managing Partner
Mobile Phone
Email
S. S.
Regional Director
Mobile Phone
Email
C. L.
Senior Loan Officer
Mobile Phone
Email
C. L.
Senior Loan Officer
Mobile Phone
Email
K. L.
Senior Mortgage Processor
Mobile Phone
Email

Heritage Financial Employee Metrics

100%

50%

0%

2026

2025

Accounting
Business
Recruiting
Administrative
Analytics
Other

Contact profiles from Heritage Financial

Name

Title

Contact Info

Location

Last Update

G. T.
Loan Officer
Mobile Phone
Email
United StatesMaryland
Sep 10, 2024
M. C.
Lo And Realtor
Mobile Phone
Email
United StatesMaryland
Mar 31, 2026

Frequently Asked Questions

What is Heritage Financial known for?

Heritage Financial operates in the Financial Services industry. The company's main headquarters is located in 175 Admiral Cochrane Drive Suite 112 Annapolis, Maryland 21401 United States. Explore Heritage Financial's company overview page for more information.

What is Heritage Financial's most common email format?

Heritage Financial employees' email format typically follows the pattern of . 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?

Heritage Financial has approximately 15 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Heritage Financial's key employees and leadership?

As of May 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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Heritage Financial Employee Directory

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