Albert P. Herzog IV, CFP®, CRPC®, CLU®

Vice President, Partner

Brighton, Michigan

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Albert is dedicated to helping clients build, manage, preserve, and transition their wealth with a focus on their unique goals. His priority is to exceed client service expectations with the focus of putting their best interests first.
Previously, Albert served as Director and Senior Private Wealth Advisor at Executive Wealth Management. He also gained valuable experience at Merrill Lynch and Wells Fargo Advisors, where he honed his knowledge in wealth management.
Albert holds a B.A. in Financial Management from Hillsdale College and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from DePaul University's Driehaus College of Business. His leadership skills were cultivated through his experience as a football captain and student-athlete at Hillsdale College and Detroit Catholic Central High School, where discipline and teamwork were key pillars of his development.
Albert and his wife, Sarah, reside in Northville, Michigan, with their two sons. He volunteers his time and supports several charitable organizations, including Gleaners Food Bank, LACASA the American Cancer Society, the American Red Cross, and the Salvation Army.