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J.T.  Herbert, MBA

J.T. Herbert, MBA

Portfolio Consultant & Wealth Advisor

J.T. Herbert discovered his interest in the financial services industry after spending seven years as an electrical engineer working on F-18 Super Hornets in the U.S. Navy.  During the final year of his time in the Navy, he made the decision to follow his passion in finance.

After being honorably discharged from the U.S. Navy with multiple citations and awards.  He then completed his bachelor's degree and attained his MBA in finance.  J.T. became a wealth advisor in 2016 after attaining his Series 7, 66, and life and health licenses.  After building a successful practice on his own, he decided to join forces with the RMW teams in 2021.

As a third-generation financial planner and advisor, he takes pride in his ability to build lasting client relationships that go beyond an annual office visit.  As part of our team, his focus is creating individual, living, breathing financial plans that can be monitored and managed from any smart phone.  J.T. brings a wealth of knowledge to clients in terms of investment and product diversification, while implementing the latest technology.  This approach gives our clients the highest level of service possible.

Among the many accomplishments J.T. has received, the one he takes most pride in, is becoming a father.  He is currently raising a daughter with plans for more children in the future with his better half Brittney.  During his off days, which are very few, you can find him golfing, hiking or enjoying the great hunting and fishing Colorado has to offer.