S. Brent Herron

Client Planning Coordinator

Phone: (402) 398-1103
Fax: (402) 398-1106
E-mail: bherron@mundyandassociates.com

Brent is responsible for the day-to-day operations of maintaining investments and portfolios for Mundy & Associates’ clients. His extensive financial background allows him to ensure that all of the moving parts are in place behind the scenes so that your investments are working efficiently.

With more than 15 years of industry experience, Brent has managed client assets at Smith Barney, First National Bank of Omaha and US Bancorp. He has his Series 7 (General Securities Representative), 24 (General Securities Principal), and 65 (Uniform Investment Adviser Law Exam) licenses. Brent is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

In his spare time, Brent enjoys spending time with his wife and two children.

Education

• Nebraska Wesleyan University, BS in Business with an emphasis in Finance