In it for the long haul with every client
Years in the industry: 29
Years with CMA: 29
Licenses and Education: Cornell College 1993-1994, series 7 and 66
Herb is an example of the wisdom of choosing quality over quantity.
Despite having the education, experience, and ability to pursue a number of paths in finance, Herb has dedicated himself to forging strong bonds with a select number of clients.
His intentionally choosing a lower number of clientele to work with has allowed him to cultivate and enjoy meaningful relationships that last for years–not to mention enabling him to provide them with the greatest level of detail, service, and care possible.