Heritage Financial Consultants LLC
Kathy Armstrong, MBA, CFP®, has extensive experience in the financial services sector, currently serving as a Financial Planner at Heritage Financial Consultants LLC since January 2004, where the focus is on providing comprehensive financial, retirement, investment, business succession, and estate planning strategies for high net worth clients. Prior to this role, Kathy contributed to the academic field as a Faculty Associate at The Johns Hopkins University - Carey Business School from 1992 to 2011, specializing in financial planning, strategic planning, and marketing. Kathy also held the position of Vice President in the Private Banking division at Mercantile Safe Deposit & Trust from 1999 to 2003 and worked as an Assistant Professor at Notre Dame of Maryland University from 1984 to 1990. Educationally, Kathy holds an MBA from Loyola University Maryland, a CFP from the College for Financial Planning, and a BA in Economics from Roanoke College, along with additional training from the ABA National Graduate Trust School and ABA National Trust School.
Heritage Financial Consultants LLC
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Securities offered to residents of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and PR. CRN-5205627-111822