Biographies John A. Brinkerhoff, MS, CFP®, ChFC®, RICP® Principal / Managing Partner 801.820.6689 801.820.6227 email@example.com For two decades, John has distinguished himself as a leader, educator and practitioner in the fields of personal finance, risk management and comprehensive financial planning applied in the context of both the individual and the small business. He particularly enjoys a focus on helping those who have loved, lost and who are in current transition as his own life's experience has drawn him close at heart with individuals who have faced and who are facing the grieving process due to loss of a loved one. Helping to safeguard this wonderful but somewhat vulnerable demographic from financial pitfalls and possible abuse is one of his core and highest professional aspirations.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™ professionalChartered Financial ConsultantRetirement Income Certified ProfessionalPost-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 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. Douglas J. Herdt (Retired) Founding Partner (Retired) Doug is currently unregistered and is retired but we continue to honor him here as our founding partner. Dallas Hamblin Registered Representative (801) 820-6689 (801) 820-6227 firstname.lastname@example.org 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. Kristin Jones Risk Management Professional 8018206689 8018206227 email@example.com Kristin is uniquely qualified to serve the clients of HERDT BRINKERHOFF as a Risk Management Professional. She is currently a licensed property and casualty insurance agent, a Dave Ramsey Master Coach and has completed a professional certificate through the University of Utah qualifying her to sit for the Certified Financial Planner examination should she choose to do so in the future.Kristin holds a Bachelor of Arts degree from Utah State University and lives in Weber County with her husband and three children. Wendy Brinkerhoff Client Relations Specialist / Executive Assistant 8018206689 8018206227 firstname.lastname@example.org 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.