Since 1988, I have been helping clients with preparing for retirement, living in retirement, paying for education, preparing for the unexpected and planning their estates. We work closely with you, your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.
At Edward Jones, our established process is personally tailored to help our clients clearly define and more predictably achieve their serious long-term financial goals. We strive to be consistent, understandable and thorough. We are blessed to serve many multi-generational clients in our office. I am supported by two senior branch office administrators, Polly Myers (since 1994) and Erin Schroeder (since 2006).
I have qualified for the firms FA Leaders Conference or Managing Partners conference every year since 2012, a program designed to recognize and celebrate the achievements of the top financial advisors by production.
Over the years, I have enjoyed being actively involved in the Putnam County communities through the Ottawa-Glandorf Rotary Club, Ottawa Area Chamber of Commerce and the United Way of Putnam County.
I was born and raised in Napoleon, attending Napoleon High School and then graduated from The University of Toledo with a bachelor's degree in finance. I also earned my Accredited Asset Management™ Specialist (AAMS®).
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Laura, and I have three children, Danielle, Adam and Grant, who all graduated from Ottawa-Glandorf High School.
The trust our clients have placed in us means everything and we hope we can be of assistance to you and your family. Stop by our office or call us so we can get to know you better!
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Sports Enthusiast
- Outdoor Enthusiast
Phone NumberScott Hershberger at (419) 523-3675
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