Brian K. Lureen, President and Chief Executive Officer
Mr. Lureen successfully combines professional credentials with a personal approach in directing the corporate initiatives of Heritage Fincorp, Inc. An accomplished Financial Planner, Mr. Lureen has provided financial services for more than two decades to a diverse clientele consisting of high net worth individuals, corporate executives, business owners, and corporate entities. A graduate of West Chester University with a Bachelor of Science degree in Business Management, Mr. Lureen was a licensed Certified Financial Planner (CFP®) professional for 15 years and has earned various designations through out his career such as the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), Accredited Estate Planner (AEP) and Accredited Asset Management Specialist (AAMS). He holds FINRA series 6, 63, 7, 24, 27, 65, 53, and 4 licenses as well as a Fixed and Variable Insurance licenses in various states. Mr Lureen has been a past member of the Society of Financial Services Professionals, National Association of Estate Planners and Councils, Financial Planning Association and the International Association of Registered Financial Consultants.
