Mr. Herbert is a dedicated Associate Director of Financial Planning and Operations at Third View Private Wealth. He is committed to delivering thoughtful, personalized guidance to help clients achieve their long-term goals. Since entering the financial services industry in 2018, he has built a reputation for combining deep industry knowledge with a strong work ethic and an unwavering focus on client success.

Mr. Herbert takes pride in providing clear, practical advice rooted in each client’s unique financial picture, always striving for excellence in both planning and service. His approach is centered around building lasting relationships and empowering clients to make confident financial decisions.

Outside of work, Mr. Herbert is an avid runner and a lifelong baseball fan. He brings the same passion and discipline from his personal interests into his professional life—always setting goals, staying focused, and going the extra mile.