Meet Your Team
Established in 2014, Herzog Financial Group is compromised of a team of professionals whose complementary background and financial expertise guarantee a holistic approach to addressing their client’s financial needs.
Anne Herzog, MBA
Managing Director & Portfolio Manager
Heralding from a family of financial professionals, company founder Anne Herzog brings more than 35 years of experience to the table, including 24 years as a broker with one of the nation’s largest full-service securities firms whose net revenues topped the $3 billion mark. A desire to learn more about the advisory side of the business led Anne to a small broker-dealer for the next five years while she simultaneously pursued a master’s of business administration from St. Louis University. Anne’s decision to branch out on her own in 2014 and establish Herzog Financial Group was born out of a desire to offer more customized and objective investment services to those looking to grow their portfolio. Evidence of her success can be seen in the number of children and grandchildren of original clients now seeking her advice and employing her services. When not functioning as Managing Director and Portfolio Manager of her eponymous RIA firm, Anne raises her two sons with her husband, Jim.
314-548-6067. ext. 701
Alexandra Heck, CFP®
Director of Financial Planning
In 2015, Alexandra Heck, CFP®, a 10-year veteran of the financial service field, was welcomed into the fold as Director of Financial Planning. Bringing a financial degree from Saint Louis University and previous experience at a local advisor firm to the table, Alex is intricately involved in all aspects of the firm. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. She is also a member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial advisors. Alex raises her two children, Dominic and Teresa, with her husband, Steve.
314-548-6067. ext. 702