Herbers & Company, an independent, full-service business management consultancy serving independent financial advisory firms, has hired a new Senior Consultant at Herbers & Company with 20 years of financial services experience — Heath Jackson, CFP®, AEP.
Mr. Jackson has spent his career advising clients, leading teams, working on development and training, analyzing data, and managing operations. His wide range of experience from boutique financial planning firms serving high net worth families, large investment firms serving the mass markets, and banking operations with a full range of financial products is an asset to the elite team of business and entrepreneurial growth consultants at Herbers & Company.
“When we make new hires at Herbers & Company, we consider not only a person’s background but their values as well. As such, I am thrilled to have Heath driving data and analytics for our clients at Herbers and Company,” said Angie Herbers, Managing Partner. “He has the emotional intelligence and people skills required of any team member at Herbers & Company, coupled with the data analytics skills that our clients will benefit from greatly.”
In his previous role as Director of Operations at USAA Federal Savings Bank, Mr. Jackson led teams in fulfillment, compliance, and risk management. In addition, he helped create the bank’s first Project Management Office in support of enhancing management of regulatory and compliance plans. He also served as Director of Financial Planning Services at USAA Wealth Management Services.
Early in Mr. Jackson’s career, he advised clients in registered investment advisor (RIA) models. Mr. Jackson is a Certified Financial Planner™ (CFP®), Accredited Estate Planner (AEP), Registered Corporate Coach (RCC), and Certified Project Manager (CPM). He has held various leadership roles in Financial Planning Association chapters and was president of the San Antonio group in 2009.
Mr. Jackson has a bachelor’s degree in business administration with an emphasis on finance from Lubbock Christian University and received his master’s degree in personal financial planning from Texas Tech University.
“As many in the industry have come to know, the Herbers & Company team has so much to offer their clients and I could not be more thrilled to be a part of this group of talented, hard-working and giving individuals,” Mr. Jackson said.
This quarter, Herbers & Company’s Academy also hired renowned financial therapist, Dr. Sonya Lutter, PhD, CFP, as its new Director of Institutional Research and Education. Additionally, in June, the Academy expanded to include an app that is available on iOS and Google as well as on the desktop.
For more information about Herbers & Company and Mr. Jackson, click here.
Herbers & Co. is full-service strategy, management and innovation consultancy serving independent advisory firms of all shapes and sizes. Its mission is to reformulate, modernize and expand advisory firm growth. Leaders turn to Herbers & Company to increase revenue, profit, and enterprise value through growth strategies, human capital management, advisor training programs, operational efficiency, succession planning, leadership programs, and best practice client experiences and digital innovations. Herbers & Company has worked with over 10% of the total multi-billion-dollar independent financial advisory firms in the US and maintain real-time trends about what is most important/impactful to the financial advisory industry.