About Patricia Hegberg

My parents were excellent examples of experiencing a joyful and well-planned retirement. They enjoyed travelling and time with family and friends, had sufficient resources for their care as they aged, and left a legacy to their family and charities that were important to them. That has inspired me to help my clients think through their values and establish goals to create retirement plans that satisfy their unique situations.


I am married to Chuck Hegberg, have two adult children, a golden retriever and a black cat. We love travelling and visiting national parks. We grew up in Baltimore, MD but have enjoyed life in our town of Hanover, PA for 30+ years. I am currently on the boards of the Hanover Area Historical Society and Thirstysould Ministries. I am also a member of the Hanover Area Chamber of Commerce and volunteer with Youth for Christ. I love cooking and baking for family and friends, and reading a good book with a great cup of coffee.

Giving Back to Hanover and Beyond

  • Hanover Valley Presbyterian Church
  • Thirstysouls Ministries
  • Adams Christian Prison Ministry
  • Hanover Area Historical Society
  • Mason-Dixon Youth for Christ
  • Main Street Hanover

Education & Accomplishments

  • Life & Health Insurance Licenses, PA, MD, GA, KY & TN
  • FINRA Series 66 Uniform Combined State Law
  • FINRA Series 7 General Securities Representative
  • B.A. Geography & Environmental Planning, Towson State University