Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Honored to be an award recipient

I am very proud to be recognized as one AdvisorHub's Advisors to Watch in 2022 and a Forbes Best-In-State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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Bill Herf, CFP®

Bill Herf, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Nicole Carr

Senior Investment Associate


Market Updates

Global Insight U.S. Recession Scorecard

September 7, 2023 - RBC Wealth Management

Global Insight U.S. Recession Scorecard

Read more (US Recession Scorecard)

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This Is the No. 1 U.S. City People Want to Move to in 2024 — and It Has the Largest Retirement Community in the World

While housing costs are a consideration, Americans are willing to relocate to a destination where real estate prices are not necessarily the lowest.

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7 Things to Leave Out of Your Will, Experts Say — Best Life

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Celebrate 529 Day by giving the gift of education! 529 Day can bring tax-free growth and more options for qualified expense. Reach out to me to get started.