Heritage Financial Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Heritage Financial, Inc. is a full service mortgage broker specializing in residential mortgage financing, Conventional, FHA, VA, and Reverse Mortgages.
NMLS ID 181623
http://nmlsconsumeraccess.org
MD Lic#181623
DC Lic# MLB181623
PA Lic# 105096
Licensed by the Virginia State
Corporation Commission MC-5475

Find Heritage Financial employees' phone numbers or email addresses

Heritage Financial Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Heritage Financial's Leadership

  • Stylized image of a person
    K. A.
    Chief Talent Officer
    Phone icon
  • Stylized image of a person
    D. A.
    Founder/Ceo
    Phone icon
  • Stylized image of a person
    K. R.
    Owner
    Phone icon
  • Stylized image of a person
    C. L.
    Senior Loan Officer
    Phone icon
  • Stylized image of a person
    C. L.
    Senior Loan Officer
    Phone icon
  • Stylized image of a person
    R. H. H.
    Senior Loan Officer
    Phone icon
  • Stylized image of a person
    K. W.
    Mortgage Loan Officer
    Phone icon
  • Stylized image of a person
    G. T.
    Loan Officer
    Phone icon

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
  • Stylized image of a person
    D. A.
    Founder/Ceo
    Phone icon
    United StatesMaryland
    Feb 02, 2026
  • Stylized image of a person
    K. A.
    Chief Talent Officer
    Phone icon
    United StatesMaryland
    Feb 02, 2026
  • Stylized image of a person
    K. R.
    Owner
    Phone icon
    United StatesArizona
    Oct 20, 2025
  • Stylized image of a person
    C. L.
    Senior Loan Officer
    Phone icon
    United StatesMaryland
    Feb 02, 2026
  • Stylized image of a person
    C. L.
    Senior Loan Officer
    Phone icon
    United StatesPennsylvania
    Aug 02, 2024
  • Stylized image of a person
    R. H. H.
    Senior Loan Officer
    Phone icon
    United StatesMaryland
    Oct 26, 2025
  • Stylized image of a person
    K. W.
    Mortgage Loan Officer
    Phone icon
    United StatesMaryland
    Feb 02, 2026
  • Stylized image of a person
    G. T.
    Loan Officer
    Phone icon
    United StatesMaryland
    Sep 10, 2024

Frequently Asked Questions

What is Heritage Financial known for?

Minus sign iconPlus sign icon
Heritage Financial operates in the Financial Services industry. The company's main headquarters is located in 175 Admiral Cochrane Drive Suite 101 Annapolis, Maryland 21401 United States. Explore Heritage Financial's company overview page for more information.

What is Heritage Financial's most common email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Heritage Financial has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Chief Talent Officer: K. A.
  • Founder/Ceo: D. A.
  • Owner: K. R.
  • Senior Loan Officer: C. L.
  • Senior Loan Officer: C. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.