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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Jay Herrlinger CFP® ChFC®


Jay Herrlinger is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®.

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Diane Rice

Administrative Assistant | Office Manager

Diane recently joined Herrlinger Financial Group as an Administrative Assistant/Office Manager. Diane has worked in the financial services field since 1996. She previously worked in the banking industry for over 20 years, beginning as...
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