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.
CANDACE M. HACKBORN, CFP®, CPWA®
DIRECTOR OF OPERATIONS, PWM
CERTIFIED FINANCIAL PLANNER ™ PROFESSIONAL
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. Candace works closely with Don on the plans and also works to ensure that clients are kept up to date. Mary Anne manages the operations of our office and helps us maintain an efficient workflow. Donald and Brennan are wealth advisors. Gretchen plays an integral supervisory role in client management.
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.