J.T. Herbert discovered his interest in the financial services industry during the last four years of his time serving in the U.S. Navy. After getting honorably discharged from the Navy in 2015 and joining Waddell & Reed, he earned his bachelor’s degree and became a Financial Advisor in 2016. He holds the Series 7, 66 with LPL Financial and Life and Health licenses.
As a third generation financial planner and advisor, he takes pride in his ability to build lasting client relationships that go beyond an annual office visit. As part of our team, his focus is creating individualized financial plans, implementing the latest technology in an effort to give our clients the highest level of service possible. We believe J.T. brings a wealth of knowledge to clients in terms of investment and product diversification and catering to the specific expectations of each client.
J.T. is about to expand his family in October when his first child is born, a daughter. He maintains an active lifestyle while managing work, school, and waiting to be a new father. During his off days, which are very few, you can find him outside the office snowboarding Colorado or taking his Mastiff pup on a long day hike.