Jim Herzog

Jim Herzog is an experienced Independent Wealth Advisor currently working at Financial Cornerstone Group since December 2018. Prior to this, Jim held the title of SOFA Brevard Educator at The Society for Financial Awareness and Financial Advisor at Capital Concepts. Jim's extensive background includes owning and managing Herzog Melton Financial Services as the General Securities Principal. With a Bachelor's degree in Finance/Business Management from Nichols College, Jim has a long history of providing financial planning and estate counseling to clients.