Our Team

John has over 20 years experience working with individuals and small businesses as a financial advisor. He is a leader, educator and practitioner in the fields of personal finance, risk management and comprehensive financial planning.

John has watched several close family members and friends lose a loved one in difficult circumstances – his grandmother, sister and others became widows at very young ages. He is deeply aware of the many struggles these remarkable individuals face, and has determined to dedicate special focus, time and attention within his practice to serve and protect the interests of those who have similarly loved and lost. John knows the financial planning process is critical and especially important in lives disrupted by premature death of loved ones and other tragic difficulties at times during life’s varied experience.

John has been an educator for many years and is passionate helping others understand the financial complexities they may encounter. He has held an educator role at The University of Utah and continues to hold classes for clients and in the community, desiring to provide good honest information.

His educational background includes the following degrees and professional designations: 

• Master of Science of Financial Services degree (The American College of Financial Services, Bryn Mawr, PA).
• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Financial Consultant
• Retirement Income Certified Professional
• Post-graduate executive education certificate in Retirement Income Planning (Wharton School, University of Pennsylvania).
• Bachelor of Arts, (Brigham Young University, Provo, UT).

In addition to his full-time work as the Managing Partner at HERDT BRINKERHOFF, John enjoys volunteer work in his local Church and community. He previously filled roles at The Allstate Corporation, AXA EQUITABLE, The University of Utah and at The Horace Mann Companies.

John's greatest joy is his family. John and Wendy are the parents of three children and reside in Syracuse, Utah.

Doug is currently unregistered and is retired but we continue to honor him here as our founding partner.

For the past 15 years Dallas has spent time and focus honing his skills in the risk management arena (specifically property and casualty) with several organizations where he has developed a keen understanding of the world of asset protection with the proper use of home owner's policies, automobile insurance policies and extended liability policies commonly referred to as an umbrella policies.  A couple of years into his career, Dallas expanded his service offerings into the life insurance and securities arenas allowing him to serve client needs in additional protection, retirement, investment and estate objectives.  Since joining HERDT BRINKERHOFF in 2017, Dallas is both a Registered Representative with the broker/dealer- Centaurus Financial, Inc. and he serves as Director of Risk Management Operations with HB RISK MANAGEMENT. 

Wendy serves as the first contact for clients of the practice on a daily basis and is critical behind the scenes as the administrative officer of the practice.  The wheels just don't turn without her appreciated and most capable efforts across the organization.  She knows and cares for our clients individually- interacting with them regularly and supports John's efforts capably to help him meet their needs optimally.

Wendy holds a Bachelor of Arts degree from Brigham Young University and lives in Syracuse, Utah with John and their three children.