Scott Herz

FINANCIAL ADVISOR

Scott Herz has spent his entire career in the financial services industry, having started in the business before graduating college. For almost 40 years, he’s advised companies and individuals on their employer-sponsored retirement plans.

​

His holistic view makes him a trusted advisor to businesses identifying and selecting retirement plans. Scott’s deep-seated knowledge provides valuable insight to employees who need help understanding their plan options and managing their asset allocations.

​

Scott also provides investors with strategies for growing and preserving their wealth. He advises them on their current investments and identifies other financial vehicles to help maximize and protect their assets.

​

Before joining Infinitas, Scott was a wholesaler of 401(k) platforms. He gained first-hand knowledge of different 401(k) plans and observed the best practices of top financial advisors from across the country.

​

Scott previously led a client education team for JP Morgan that advised plan participants. His group counseled FORTUNE 500 companies on 401(k) plan services and educated thousands of employees nationwide on their plan options and asset allocations.

​

Earlier in his career, Scott was part of American Century’s internal training team. He started with the company before his senior year in college.

​

Scott attended William Jewell College on a soccer scholarship and earned a bachelor’s degree in mathematics with an emphasis in computer science. Scott has four kids and remains an avid soccer player who competes in regular indoor and outdoor leagues.