Heritage Financial Consultants LLC
Lauren Lerch serves as the Practice Manager at Heritage Financial Consultants LLC since January 2014, supporting registered representative Brent Fuchs under Lincoln Financial Advisors Corp. Previous experience includes serving on the Board of Directors for the Caroline County Arts Council (July 2011 - June 2016) and working as an Executive Assistant and Data Analyst for Eastern Shore Emergency Medicine Physicians, LLC (March 2012 - January 2014). Lauren also held the position of Treasurer at the Virginia Gildersleeve International Fund (April 2011 - December 2012) and worked as an Associate in Wealth Advisory, Private Banking, and Commercial Banking at Wilmington Trust FSB / M&T Bank (April 2005 - March 2012). Early career experience includes being an Administrative Assistant at John E. Harms, Jr. & Associates (February 2001 - April 2005). Lauren holds an Associate of Arts degree in General Studies with a focus on Psychology and Business from Anne Arundel Community College (2004 - 2009) and graduated from North Caroline High School in 1998.
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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