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Jim Herzog

Jim Herzog

Financial Advisor

Jim Herzog is originally from Rochester, New York and has been in the financial services industry for over 40 years. In 1991 he moved to Melbourne, Florida and started his own business, Capital Concepts. His goal is to serve the needs of clients by providing a proactive approach to building and protecting assets through educating clients and introducing various options and strategies.

“Merging our two offices is a blessing. By combining resources, talents, visions, and abilities we will be able to better serve our clients. I love the team atmosphere and believe our clients will benefit from this new team’s combined years of experience, knowledge, values, faith, and diverse strengths.”

Jim has a number of licenses including Series 7, Series 66, Series 6, Series 22, Series 24 (Principal’s License) and Life, Health, and Variable Annuity Insurance.

He is married to Suzanne…. see below!