Albert P. Herzog III, CFP®, MBA, ChFC
Private Wealth Advisor
Registered Representative - Private Client Services (PCS)
Since 1981, Bert has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical™ Investment Process both as an entrepreneur and innovative leader. Bert is the founder of Executive Financial Planning, Executive Wealth Management, Fortunatus Investments, and EWM's 401K GPS. He has been married for over thirty years to his wife Judy and blessed with three children and one grandson. He plays an active role in his Michigan and Florida communities; volunteering and supporting many charities including The Brighton Rotary, The Red Cross, The American Cancer Society, and Gleaners Food Bank.