Professional
John Herb inspires clients to identify their financial objectives, to guide them in creating solutions for achieving those objectives, and to motivate them to collaborate on financial solutions geared toward their objectives. Jack believes in values-based solutions, and he brings integrity and great follow-through to the process.
Jack Herb began his career at Appleton West High School as a math teacher and coach. In his ninth year, Jack became a part-time Financial Representative before joining the Northwestern Mutual Financial Network full-time in 1980. Since then he has earned numerous national recognitions for quality and sales achievement, as well as being recognized as the Financial Representative of the Year multiple times within his network office.
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The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
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Associations and Memberships
 Jack is a member of the the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
He is also is a member of the Society of Financial Service Professionals, the Financial Planning Association, and he is a Past President of the Fox Valley Association of Life Underwriters.
Jack Herb serves on the Board of the Northwestern Mutual Financial Network's Financial Representatives Association.
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