Herb has been in the financial planning industry for the last 23 years with the prior 20 years working at Goldman Sachs. While at Goldman Sachs he helped advise senior corporate executives and high net worth individuals regarding investment planning, income tax planning, estate planning, insurance planning and employee benefits. Herb most recently was a part of Goldman Sachs' training and development team where he led firmwide training on investment planning and income tax planning along with conducting training for all new advisors. Herb has resided in the Capital Region since 1991 and currently resides in Clifton Park with his wife and son. He is a graduate of Saratoga Springs High School (’97), SUNY Albany (’02) and received his MBA from SUNY Albany (’10). Herb has demonstrated ability to serve clients’ needs as well as experience and expertise in team development.