OUR FAMILY

IS DEDICATED TO SERVING YOURS

We know firsthand how important family is not only because our own team is made up of many family members, but because we see how our clients make caring for their own families such a priority. It’s why we are so dedicated to applying our experience and credentials to provide the planning and guidance necessary for their financial well-being.

There are four CERTIFIED FINANCIAL PLANNER™ practitioners on our team and most everyone holds a Series 7 securities license. While we take wealth management very seriously, we also place considerable emphasis on relationship management – being in touch with our clients and connecting on what really matters.

OUR TEAM

DONALD V. HERSHBERGER JR., CFP®, AIF®, CRC®

FOUNDER AND PRESIDENT, PWM

DONALD V. HERSHBERGER III

WEALTH ADVISOR

BRENNAN CLARK, CFP®

WEALTH ADVISOR

CANDACE M. HACKBORN, CFP®, CPWA®

DIRECTOR OF OPERATIONS, PWM
CERTIFIED FINANCIAL PLANNER PROFESSIONAL 

MARY ANNE HERSHBERGER, CFP®

REGISTERED PRINCIPAL

GRETCHEN MASKA

RELATIONSHIP MANAGER, PWM  FINANCIAL PROFESSIONAL, RJFS

KRYSTAL WALDRON

CLIENT SERVICE ASSOCIATE

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AIMEE COLE

CLIENT SERVICE ASSOCIATE

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CARRIE CRUTCHFIELD

DIRECTOR OF COMMUNICATION AND EXPERIENCE, PWM

BRANCH PROFESSIONAL, RJFS 

Our Legacy Plan

Our close-knit family team is headed by Don, who applies more than three decades of industry knowledge to customizing a financial plan for each client. 

As you would expect from a good planner, Don Hershberger has a succession plan in place for a seamless transition when the time comes. Our legacy plan will ensure that our team will be around for decades to come, looking after you and your family.

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200

Naples, FL  34103

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