News

Herbers Named "Top 25 Influential" for the Fifth Time

Herbers & Co. founder Angie Herbers wins “Top 25 Most Influential” in the advisory industry for the fifth time. There are many great people, doing great things for the advisory industry included on the list. We congratulate all winners!

Jarrod Upton Joins Herbers & Co. as Chief Operations

Herbers & Co. announces Jarrod Upton as Chief Operations and Senior Consultant in newly opened Dallas office. In this personal article, he tells the story of how he got into the financial advisory business after watching his Grandfather lose his net worth, and he shares the importance of building an exceptional client experience to grow your firm forward.