Jeffrey Hertig

About Jeffrey Hertig

Throughout my life, helping others has been an integral part of who I am. From being the Student Body President at Southern Utah University (\"SUU\") and participating in volunteer income tax preparation, to working with local youth groups and serving in community food banks. I chose a career in financial services because I believe I can make a difference in the lives of families and individuals in my community. I obtained a Master of Accountancy as well as a CPA license, which I used for many years to help large corporations with their tax needs. Now I find greater fulfillment in helping my community navigate their financial future. I endeavor to be the first choice for the serious, long-term investor. My beautiful wife, Heidi, and I are blessed with three children: JJ, Lily, and Lucy. With three young children, our hands are full! We are a family that loves to play pickleball, cool off in the pool, and travel. As a Financial Advisor, I strive to listen to my clients, so that I understand their unique story. I also work to help clients understand the investment world in terms they can relate to. I want to help you achieve your financial goals. Together, we will use an established process to build a personalized strategy, and then we will partner together throughout your life to help you stay on track. Please do not hesitate to For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Personalized Financial Advisor

   Edward Jones

   Jul 2022 — Present · Phoenix, AZ, US

Education

• Southern Utah University

  Master of Accountancy, Accounting

  2014 — 2015

Skills

• Project Planning
• Highly Personable
• Genuine
• Leadership
• Microsoft Excel
• Customer Service
• Budgets
• Accounting
• Sales
• Facebook
• Finance
• Microsoft Office
• Time Management
• Powerpoint
• Management
• Microsoft Word
• Training
• Analysis