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Our History

Our dedicated team has years of experience to guide you through all of life’s moments

Family-owned | Family-oriented | Client-focused

Family-owned | Family-oriented | Client-focused

Herkert & Associates was founded by our father, Joseph Herkert, in 1985.  Joe’s passion was helping others navigate through the challenges of life, with a personal approach.

In that time, Joe cultivated a new experience of wealth management for clients through financial education. His accomplishments of leadership were recognized through many different associations. As a founding leader of the Foundation for Insurance and Financial Education, he brought educational based seminars to the community.

Our father inspired the philosophy on providing a hand up vs a hand out. He believed in a broader sense of community, by establishing "Joe's Clothes" that brought clothes and necessities to those in need. We continue his mission by providing sleeping bags annually. We are committed to doing good work and giving back to others.

Through a transfer of ownership and continuation, we expand our father’s legacy, service and education in both Wisconsin and Washington offices. We are dedicated to building relationships with a creative thoughtful approach to wealth management combined with innovative technology to a successful future.

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