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Team Herzog

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Our clients are concerned with the complexity of preserving their wealth from hidden roadblocks that can implode their life plan.  Our priorities focus on tax efficiency, risk management, estate preservation and the passage of wealth. We take great care to uncover our clients’ life goals and why they are important to them and utilize many strategies to optimize their core values.  Team Herzog brings 60 years of research and dedication to create flexibility and provide solutions for an ever-changing world.

Tax Efficiency

Wealth Management

Charity & Legacy

Team Herzog Advisors

Jim Herzog

Jim Herzog

Licensed Insurance Agent with James E. Herzog Financial Services

Beth Courtney, CEPA

Beth Courtney, CEPA

Owner/Wealth Advisor

321-735-4994

Connie Crabtree

Connie Crabtree

Executive Assistant to Beth Courtney

(321) 735-4994

Derek Sichler

Derek Sichler

Financial Advisor

321-735-4994

Lydia Snowden, FMVA

Financial Planning and Investment Analyst

(321) 735-4994

Michelle Brower

Michelle Brower

Client Service Specialist

(321) 735-4994

Robin Conneen, FPQP

Robin Conneen, FPQP

Certified Paraplanner

(321) 735-4994

Rose DiLecce

Rose DiLecce

Licensed Assistant | Operations Manager

321-735-4994

Sarah Taylor

Sarah Taylor

Financial Advisor + Life Agent

321-735-4994

Suzanne Herzog

Suzanne Herzog

Administrative Assistant to James Herzog

Team Herzog Support

Suzanne Herzog

Suzanne Herzog

Administrative Assistant to James Herzog

Rose DiLecce

Rose DiLecce

Licensed Assistant | Operations Manager

321-735-4994

Beth Courtney, CEPA

Beth Courtney, CEPA

Owner/Wealth Advisor

321-735-4994

Connie Crabtree

Connie Crabtree

Executive Assistant to Beth Courtney

(321) 735-4994

Derek Sichler

Derek Sichler

Financial Advisor

321-735-4994

Jim Herzog

Jim Herzog

Licensed Insurance Agent with James E. Herzog Financial Services

Lydia Snowden, FMVA

Financial Planning and Investment Analyst

(321) 735-4994

Michelle Brower

Michelle Brower

Client Service Specialist

(321) 735-4994

Robin Conneen, FPQP

Robin Conneen, FPQP

Certified Paraplanner

(321) 735-4994

Sarah Taylor

Sarah Taylor

Financial Advisor + Life Agent

321-735-4994

Did you know?

Did you know?

Team Herzog is a member of the Society for Financial Awareness (S.O.F.A.) and has exclusive rights to represent them throughout Brevard County and offer free educational seminars on financial literacy at your workplace.