About Us

We believe the definition of Henegan Financial Services can be summarized in three words—professional, honest, and caring.


As an Investment Advisor Representative with Royal Alliance Associates, a Registered Investment Adviser, I am able to offer full service financial planning and investment advisory services.  Areas covered include, but are not limited to investment planning, estate planning strategies, retirement planning, education funding, insurance planning, and tax strategies. 


We recognize that financial planning is a process, not a product.  It is a process that involves discovering your goals and developing a plan to meet those goals.  Here, we recognize that no two people are the same, so why should your financial plan be?  We are here to make the best decisions to  help meet your needs and wants and do what is in your best interest.


We believe in sweating the small stuff, so that you can feel confident knowing that your finances are in good hands.  As your Financial Advisor, I will do everything in my power to keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Mission

Our primary objective is to assist and provide clients with the tools to help realize and achieve their dreams, while enjoying financial confidence. Together we will create an all-inclusive financial roadmap that is flexible enough to change with all of the bumps in life. This intimate process is supported by our honesty, integrity, and dedication.