The best part of my job is getting to know my clients personally and utilizing my 37 years of experience to design a tailored financial strategy unique to each client's needs and risk tolerance.
A complete financial strategy often includes more than just investment advice. My goal is to address all of a client's financial concerns which can include, planning for retirement, living in retirement, estate planning, tax mitigation, charitable giving, college saving and any other unique concerns. I welcome the involvement of your CPA, attorney and other professionals to make sure you have a comprehensive strategy that you are comfortable with and that meet your and your family's needs.
I am proud of the efficiency my office provides to my clients. I attribute much of this success to my dedicated Sr. Branch Office Administrator, Sandi Wojcicki. Sandi has worked for me for more than 20 years. Not only does she truly care about each person that walks in the door, her service and administrative skills are second to none.
I received my bachelor's degree in accounting from John Carroll University and my MBA in finance from St. Louis University.
My wife, Susan, and I have four children, David, Greg, Anna and Kevin, two daughters-in-law, Emily and Katie, and two grandchildren, Jack and Lucy. When not at the office I enjoy time with family, at the lake and golf upon occasion.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
Phone NumberJerry Herber at (314) 961-5243
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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