As a financial advisor, I want to help others become the most successful version of themselves. I do this by understanding my clients and helping them prepare for the goals they value the most. Over time, values and goals will change, so I continuously work with my clients to review and make the necessary changes when life changes.
I am proud to serve all my clients and value their trust and friendship. I enjoy working with families, business owners and individuals with complex needs. As your financial advisor, you can expect me to do everything in my power to help you work toward your definition of success. Whether your goals involve creating, spending, giving, protecting or transferring wealth, it is my job to help you successfully reach them.
While I know I will do everything in my power to help you succeed, I also know when to get another person's expertise. I am always willing to work with your accountants, attorneys and other trusted professionals to ensure we are creating the best plan and solutions for you.
I have lived in St. Louis my entire life and graduated from Saint Louis University. In my free time, I love spending time with my family and my two Australian Shepherds. I am an active member of the Arnold Chamber and Arnold Rotary because I love making our community a better place to live.
Thank you for visiting my page, and please contact me if I can help in any way. I look forward to getting to know you and seeing how I can help.
- Retirement Savings Strategies
- College Savings
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Coaching Sports
Office Address1275 Main St
Imperial, MO 63052
Phone NumberJacob M Herget at (636) 464-4067
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