Pat Herkert,Joe Herkert,Chris Herkert

Securities & Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC & Registered Investment Advisor. Insurance services offered by Herkert & Associates, Inc., who is not affiliated with Woodbury Financial.

Educational Approach

Herkert & Associates, Inc. builds relationships on a simple, straight forward educational approach. Offering retirement planning workshops and courses since 1989, Herkert & Associates, Inc. has helped to educate thousands of individuals. Christopher and Patrick teach this course at Cedarburg High School in Wisconsin and Western Washington University in Bellingham, Washington. The nationally accredited courses are taught by financial professionals, strategists and attorneys who carefully present both basic and advanced financial information, options and strategies.

We have built relationships with Estate Planning Attorneys in both Wisconsin and Washington. We often find this is an area our clients need to address for their Estate Planning Needs.

"Joe" enjoyed working in the financial industry since 1969-2015, founding Herkert & Associates, Inc. in 1985. Joe served as President of the Wisconsin Association of Insurance and Financial Advisors and is a founding leader of the Foundation for Insurance and Financial Education.

An active member of his community, church and associations, Joe contributed time and effort to many charitable organizations. Establishing "Joe's Clothes" which provides about 600 sleeping bags to the homeless annually. Patrick and Christopher continue this mission work.

Christopher and Patrick are both involved in the practice in Cedarburg and our Bellingham location to help provdie a business continuity plan.