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.
Brian E. Hertzberg
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.
Service Support Associate
Kim has spent most of her career providing customer service in various roles for Life Insurance Managing Broker Dealers. With knowledge in all aspects, including (but not limited to) case management, underwriting, and policy service.
Kim will be providing customer service support as well as various administrative functions for our office.
Kim lives in Assonet, MA with her fiance Eric and their dog (Henry). She enjoys spending time with her daughter Ashley, golfing, writing/creating, as well as watching football, especially the Patriots.
Franklin has many roles here at Ames Financial Services. Although he does not participate in the financial decisions, he is the official mascot and greeter. He is 17 pounds of hypoallergenic hair and love.
When you come in to visit us, Franklin will greet you in the waiting area, and, if you'd like, he can sit on your lap during your appointment to make you feel more at home. He loves his treats, squeaky plush toys, walks to anywhere as well as the New England Patriots.