family financial planning

Meet Our Advisors

David G. Herbst, CFP, MS, MBA

David G. Herbst, CFP, MS, MBA
President

David Herbst is the President and a Principal of Herbst Financial Advisors, Inc. David is a CERTIFIED FINANCIAL PLANNERTM Professional and a Registered Principal of LPL Financial. He has been in financial services, since 1981 when his original company, Herbst Financial Services, was founded. In December 2006, David solidified the comprehensive wealth management philosophy and renamed the organization to Herbst Financial Advisors, Inc.

David holds a Bachelor of Arts Degree from the University of St. Francis and a Master of Science Degree (Management) from Benedictine University and a Master of Business Administration from Columbia Southern University. He is a member of the Financial Planning Association. David holds FINRA Series 7, 22, 24, 31, 51, 63, 65 through LPL Financial and is registered to conduct securities business in the following states: in AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NY, OH, PA, SC, SD, TX and WI.  He also holds Insurance Life/Health/ Accident & Illinois Property/Casualty licenses.

 

Susan Moser, CPA, MBA

Susan Moser, CPA, MBA
Financial Consultant/Operations Manager

Sue Moser is a CPA and Registered Representative with LPL Financial. Sue has been in the financial service industry since joining Herbst Financial Advisors, Inc. in 1999. She holds a Bachelor of Science degree in Accounting from Northern Illinois University and a Master of Business Administration degree in Finance from Loyola University. Sue is a member of the Illinois CPA Society and the Chicago Chapter of Beta Gamma Sigma. Sue holds these registrations through LPL Financial: FINRA Series 7, 66 and is registered to conduct securities business in the states of DC, FL, IL, IN, KS, KY.  She is also a life and health insurance producer in these states.