Meet the Team
Discover the people that are here to stand by you through your financial journey.
The Guides to your Journey.
As a small, cohesive team, we pride ourselves on truly understanding each of our clients. Our approach is personal; we listen closely to your unique financial aspirations and challenges. This deep understanding allows us to tailor strategies specifically suited to achieving your individual financial goals.
Creating plans together to achieve your success
At Hertzler Wealth Management, you’re not just a client, you’re a valued member of our financial family, where your success is our success. Let’s build your financial future together.
Meet our team
Jim Hertzler
Financial Advisor, AIF®
JHertzler@hertzlerwm.com
636-777-7083
Jim Hertzler
Financial Advisor, AIF®
JHertzler@hertzlerwm.com
636-777-7083
You have goals for your life and your family—and a vision for what you want your future to look like. Jim is dedicated to helping individuals and families align their financial resources with those goals through thoughtful, disciplined planning.
Jim believes that sound financial planning is about far more than investments alone. It is about understanding what matters most to you and building a comprehensive strategy that supports both your present needs and long‑term aspirations.
Working closely with clients, Jim helps clarify financial objectives and develop a personalized plan that may include retirement and education planning, investment strategy, insurance solutions, employer retirement and benefit plans, and day‑to‑day financial needs. He also coordinates with attorneys and CPAs—or connects clients with trusted professionals—to ensure estate and tax planning strategies are seamlessly integrated.
Through a structured yet highly personal approach, Jim provides guidance designed to bring clarity, confidence, and purpose to every financial decision.
Prior to becoming a financial advisor in 2014, Jim held various leadership positions for 19 years in financial management, international team management, and personal development with a multi-national, non-profit organization. This experience allows Jim to bring a multi-faceted insight to the financial advice he provides to you.
Jim is a St. Louis native. Besides working together to advise families, he and his wife, Connie, enjoy biking and canoeing in the Northwoods. Jim also is on the leadership team at his church, plays keyboard, and enjoys golfing. They have 2 adult sons – Luke is part of the firm, and Sam lives internationally and works in the computer engineering world
Connie Hertzler
Financial Advisor, ABFP™
CHertzler@hertzlerwm.com
(636) 777-7094
Connie’s love for coaching has been a hallmark of her life. Whether raising two sons or working more than 25 years with an international non-profit, she is committed to helping people find purpose and direction in life.
In 2014, she was introduced to the world of helping individuals and families achieve their financial goals. After working alongside several different advisors, supporting their work and providing analysis, she became a licensed advisor herself in 2022. She earned the designation of Accredited Behavior Finance Professional in 2024, enhancing her ability to understand client behaviors during challenging market conditions and helping them stay focused on their financial objectives.
Her ability to ask thoughtful questions helps a person crystallize his or her thoughts around what is important to them. This enables her to offer clear vision and direction on what it will take to turn those goals into reality.
Connie is married to Jim. They have been in business together since 2019 and enjoy working to bring financial peace of mind to the families and individuals they are privileged to serve.
They have two adult sons, to whom she has passed along her love for cooking. In her spare time, she enjoys planning projects, hosting events, and playing strategy board games. In the last 17 years, she has cycled over 23,000 miles and loves canoeing in the Northwoods of Wisconsin.
Connie Hertzler
Financial Advisor, ABFP™
CHertzler@hertzlerwm.com
(636) 777-7094
Luke Hertzler
FINANCIAL ADVISOR, MBA
LHertzler@hertzlerwm.com
(636) 777-4214
Luke Hertzler
FINANCIAL ADVISOR, MBA
LHertzler@hertzlerwm.com
(636) 777-4214
Luke believes that meaningful financial planning begins with trust, clarity, and a long‑term perspective. As a dedicated advisor, he takes the time to understand each client’s goals, bring clarity to their vision, and provide steady guidance through every stage of wealth accumulation and preservation.
Luke has been a Ramsey‑certified financial coach since 2020, providing guidance to individuals as they build strong and sustainable financial habits. Before joining Hertzler Wealth Management, he gained valuable industry experience working on AssetMark’s New Business team. He has been a licensed financial advisor since 2024.
Luke is a graduate of Missouri University of Science and Technology (Rolla, MO), where he earned a B.A. in Business Management Systems with an emphasis in finance. He continued his education by completing his MBA in 2025.
Luke competed as a quarterback during his college years, where he met his wife, Taylor, who competed on the golf team. They married in October 2022 and welcomed their daughter, Reagan, in September 2024. Outside of work, they enjoy spending time together golfing, playing board and card games, and traveling with the goal of visiting all fifty states.
Grace Clem
Operations Specialist
GClem@hertzlerwm.com
(636) 777-4210
Grace is dedicated to providing exceptional service, always accompanied by a warm smile and a friendly attitude that reflects the culture of Hertzler Wealth Management. She has a genuine passion for serving others and makes it her mission to consistently meet the needs of our clients, ensuring every interaction is handled with care and attention.
Grace recently graduated from Lindenwood University, earning her Bachelor of Science in Business Administration. During her time at Lindenwood, she competed at the Division I level as a member of the field hockey team, an experience that helped shape her strong work ethic and team-first mindset.
Prior to joining Hertzler Wealth Management, Grace held various roles in the non-profit sector, where her work was heavily client- and service-focused. These experiences reinforced her commitment to supporting others and delivering thoughtful service.
Originally from Louisville, Kentucky, Grace has chosen to make her home in Missouri. She is engaged to be married to Mason in June of 2026. In her free time, Grace enjoys being outdoors playing pickleball, hiking, and going for walks. During the winter months, she loves playing card games, spending time with loved ones, and traveling.
Grace Clem
Operations Specialist
GClem@hertzlerwm.com
(636) 777-4210
Ready to bring your financial goals to life?
Contact
16020 Swingley Ridge Rd., Suite 135, Chesterfield, MO, 63017
(636) 777-7083
team@hertzlerwm.com
Disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
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