Scott Herkert Email & Phone Number
Financial Strategist
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Scott Herkert Location
- Phoenix, AZ, US
Scott Herkert Work
- 2026 -now Financial Strategist @ Roth Conversion Solutions, a Division of SJH, Inc.
- 2025 -2026 National Sales Manager @
- 2022 -2025 Director of Client Development @
- 2021 -2022 Senior Executive Consultant @ The Terrana Group
- 2020 -2021 Co-Founder @ Vision Wealth Planners
- 2016 -2020 National Recruiting Director @
- 2015 -2016 President, Specialty Division @ LH Advisory Group, Inc.
- 2000 -2013 Regional Vice President - External Wholesaler @
- 1999 -2000 General Sales Manager @
Scott Herkert Education
- University of South Florida
Scott Herkert Summary
- Scott Herkert, based in Phoenix, AZ, US, is currently a Financial Strategist at Roth Conversion Solutions, a Division of SJH, Inc.. Scott Herkert brings experience from previous roles at ProVision Brokerage, LLC, TERRANA GROUP LLC, The Terrana Group and Vision Wealth Planners. Scott Herkert holds a University of South Florida. Scott Herkert has 2 emails and 3 mobile phone numbers on RocketReach.
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