Jeff Herman

Chief Operating Officer

Jeff Herman has over 25 years of experience in the Financial Services industry holding various positions ranging from licensed Financial Advisor to Executive Officer. This experience includes working for two Institutional Money Management firms. Prior to joining the Wagner team his most recent positions were located in Tokyo and New York where he helped build and distribute a Variable Annuity for the investing public. This International perspective allows Jeff to understand and appreciate that clients seek financial prosperity throughout the world.

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