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) 777-7094
Jim will work with you to review your financial goals and objectives and be there to help you put a disciplined plan in place. A comprehensive plan includes optimizing the areas of investment planning for retirement and education; life, health, disability and long-term care insurance; company retirement and benefit plans; and your current financial needs. He will coordinate planning with your attorney and CPA or link you to quality solutions for your estate and tax planning needs.
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, golfing, canoeing, and fishing in the Northwoods. They have 2 adult sons – Luke is part of our firm, and Sam lives internationally and works in the computer engineering world.
Connie Hertzler
Financial Advisor
CHertzler@hertzlerwm.com
(636) 777-7094
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 questions help a person crystallize his or her thoughts around what is important to them. This allows her to provide vision and direction for what it will take to help that person see those goals realized.
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. Even in her spare time, she loves to plan projects, events, and renovations. In the last 15 years, she has logged over 20,000 miles on her bicycle and enjoys canoeing.
Connie Hertzler
Financial Advisor, ABFP™
CHertzler@hertzlerwm.com
(636) 777-7094
Luke Hertzler
FINANCIAL ADVISOR
LHertzler@hertzlerwm.com
(636) 777-4214
Luke has been a Ramsey-certified financial coach since 2020, where he began helping individuals build healthy financial habits. Prior to joining Hertzler Wealth Management, he gained valuable experience in the financial services industry while working on the New Business team at AssetMark. He has been a licensed financial advisor since 2024.
Luke graduated from Missouri University of Science and Technology (Rolla, MO) where he completed a B. A. in business management systems, with an emphasis in finance. He is a few classes away from completing his MBA.
Luke competed as a quarterback on the football team in college, where he met his wife, Taylor, who was on the golf team. They got married in October of 2022 and welcomed their daughter, Reagan, in September of 2024. They enjoy golfing, playing board and card games, and traveling together to reach their goal of reaching all fifty states.
Kim Noerteman
Senior Administrative Assistant
KNoerteman@hertzlerwm.com
(636) 777-4210
Kim is part of bringing you the great service and friendly, warm atmosphere that is the heartbeat of Hertzler Wealth Management.
Prior to her work with our team, Kim held senior management positions for several different companies. In these past roles she particularly enjoyed both the financial and business management. After 17 years at Kim’s most recent position, the division was acquired by a Cleveland, Ohio company, and Kim decided not to move further north.
After working remotely for Hertzler Wealth Management since 2020, Kim decided to move to her annual vacation destination of Destin, Florida to enjoy the milder winters.
Kim enjoys baking, home remodeling projects and spending time with her sister, nieces and nephew.
Kim received a B.A. in Business Communications from Maryville University.
Kim handles, among many things, the coordination of transferring money and accounts to meet your needs, along with follow-up to our meetings.
Kim Noerteman
Senior Administrative Assistant
KNoerteman@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.
The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
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