Jack Herman, CFP^®

Designations and Licenses

Jack is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jack provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jack was a wealth management advisor with Farm Bureau Financial Services, providing financial planning and insurance guidance to clients. He also served as a vice president and financial consultant at Charles Schwab, offering consulting services in portfolio construction, retirement planning, tax efficiency and estate strategies.

Jack has a bachelor’s degree in finance from the University of Nebraska—Lincoln.

Personal Interests

Away from the office, Jack enjoys spending time with his wife and family, watching sports and being outdoors with his golden retriever, Teddy. He is an avid Nebraska Football fan and plays pinball in his free time.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.