Our Team

Richard E. Hertzberg, CFP^®, is the owner and general manager of Ames Financial Services.

Early in his career, Rich derived a deep sense of satisfaction from helping others. This, combined with an interest in mutual funds and investing, started him on his path to the financial industry. Rich moved up the financial ranks quickly, expanding his education and experience while working for companies such as BankBoston and Quick & Reilly. During this period, he earned his FINRA Series 6 and 63 securities registrations, passed his FINRA Series 7 and 65 exams, and attained his health and life insurance licenses for Massachusetts.

While employed at Commonwealth Financial Network^® as an Investment Adviser Representative, Rich earned his FINRA Series 24 securities registration. Rich reached a milestone in his career by completing the rigorous requirements to attain his CERTIFIED FINANCIAL PLANNER^® practitioner certification through Boston University.

A turning point for Rich and his career came when he met Raymond G. Ames of Ames Financial Services. Rich and Ray felt that their individual experiences, business knowledge, and education complemented each other. They decided to ultimately partner at Ames Financial Services, where they worked together for several years before Rich became the owner in 2008.

Currently, Rich is an active member of the Financial Planning Association and the Financial Services Institute. He lives in Franklin with his wife and dog, where he enjoys spending time with family and friends. They enjoy golfing, fishing and walking on the beach with Franklin.

Brian has been passionate about helping others as well as the financial planning industry since he was young. When his father (Rich) became the owner of Ames Financial Services in 2008, Brian started working in the office on a part time basis while he was in high school. He held various roles and started to learn about the financial planning industry. He enjoyed working with the clients as well as learning about the business so he decided to attend the University of Tampa in the fall of 2013 to major in Finance. In the spring of 2017, he graduated from the University of Tampa with a bachelor’s degree in Finance and he accepted a role at an advising firm in Tampa, Fl.

After obtaining his FINRA Series 6, 63, life and health insurance licenses, he accepted a position at Prudential. Brian spent over two years at Prudential familiarizing himself with holistic financial planning. In his time at Prudential, he was exposed to a variety of different situations that allowed him to gain significant knowledge in all aspects of the financial planning process. In the spring of 2020 Brian moved back to MA and joined his family’s practice at Ames Financial Services. Since being back home and working at Ames Financial Brian has continued his education and professional expansion to obtain his series 7 and 65 licenses to provide even greater service to our clients. Brian is excited in joining the family business and is looking forward in working with a great group of clients and assisting them with their financial goals.

Brian is continuing to further his education in the field of financial advising. Brian currently resides in Franklin, MA with his dog (Brady). He enjoys spending time with his family, golfing, fishing, time on the beach, as well as basketball and softball.

Rena has more than 20 years of experience as an executive administrative assistant as well as in customer service support. She has provided senior-level executive support at such companies as IBM, Trinity Services Group, and, most recently, Revlon.

Rena wears many hats, including customer service support, office procedures, maintaining data integrity, compliance, web design, and network administrator. She also ensures that the office is run efficiently.

Rena resides in Franklin, MA with her husband, Rich and their dog, Franklin. They enjoy spending time with family and friends in MA and traveling to Florida. They enjoy golfing, fishing and walking on the beach with Franklin.

Debbie has over 20+ years of experience in administrative support, sales and customer service.  

Outside of work, she volunteers her time to the Bellingham High School Ski Club, Field Hockey Boosters and OpGrad. She enjoys camping, hiking, boating, snowmobiling and time with her family and pets.

Deanna has over 25 years of experience in office support and customer service. She has worked in Dental offices and Managed Security staff, before joining our team.

Deanna currently resides in Woonsocket with her husband. In her free time, she enjoys spending time with friends and family, trying new restaurants, cooking, kayaking and camping.

Franklin & Brady have many roles here at Ames Financial Services. Although they do not participate in the financial decisions, they are the official mascots and greeters.  They are a bundle of hypoallergenic hair and love.

When you come in to visit us, Franklin and Brady will greet you in the waiting area, and, if you'd like, they can sit on your lap during your appointment to make you feel more at home. They love their treats, squeaky plush toys, walks to anywhere as well as the New England Patriots.