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Phil Herner

Phil joined Shaun Humphries’ team as a financial advisor focusing on assisting him with delivering client update and financial review meetings. Phil is excited to help our clients build a better future through comprehensive financial advisory services comprised of retirement, wealth management, risk management, and education savings strategies. He also brings extensive experience in risk and estate management strategies to our practice.

 Outside of Assante, Phil enjoys a variety of activities with his wife and daughter including running, biking, and playing at the park.