P.J. Herb, CFP®
P.J. earned a bachelor's degree in financial management from Abilene Christian University. P.J. has earned his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) and completed his insurance license. P.J. has also earned the Certified Financial Planner (CFP®) designation. As a member of our team P.J. works closely with all of our investment clients as well as the firm's small business client's 401K plans, group medical/dental plans and individual insurance needs.
P.J. spends his free time traveling, playing golf, spending time with his wife Lauren, daughter Palmer, and volunteering at his church; teaching and mentoring kids in the youth group.