Brandon Hebert | Modernize Wealth

Brandon Hebert, CPWA<sup>®</sup> CEPA<sup>®</sup>

As a Certified Private Wealth Advisor (CPWA®) and the visionary behind Modernize Wealth, Brandon uses his experience – balancing a growing family with the business – to educate and empower his clients.

Joining the family business in 2009 was an easy decision for Brandon. Driven to help others, Brandon is always thinking, continually learning, and constantly evolving new solutions for Modernize Wealth clients.

As CEO of Modernize Wealth, Brandon leads our innovation. His modern thinking, combined with John’s extensive industry experience, has created a unique approach to wealth management in Arizona.

Brandon earned the Certified Exit Planning Advisor (CEPA®) designation following an MBA-style program, run by the Exit Planning Institute, that trains and certifies qualified professional advisors in this very important field.

The idea of helping clients make sound financial decisions and create generational wealth for their families is of utmost importance to Brandon, especially as he has a growing a family of his own. Brandon and his wife Elizabeth have two young children – son Jack, and daughter Avery. Nothing is more important to Brandon than building a legacy for their future, and for the future of our clients’ families.

Brandon Hebert & Family

John Hebert | Modernize Wealth

John Hebert, CPM<sup>®</sup> CFP<sup>®</sup>

John’s industry gravitas comes from almost 30 years’ as a CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Portfolio Manager. An accomplished educator, John taught Economics at Chapman University and the University of Phoenix for many years.

Sensitive to finding a balance between business, family and finance John has always had a passion for helping people build long-term wealth for their families.

His passion stems from an early desire to understand why some families are successful in building wealth, while others fail to do so. In pursuit of his passion, John earned an undergraduate degree in Finance and Economics, and a graduate degree in Economics from California State University.

John started his career as a financial advisor in 1993. Even then he had a vision of building a business that he could pass on to his children – Brandon, Jeff and Kelsey. He and his wife, Annette, were thrilled when he was joined at the firm by his oldest son, Brandon, in 2009 and his youngest son, Jeff, in 2016.

John Hebert & Family

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Jeff Hebert

As Chief Operating Officer, Jeff keeps Modernize Wealth purring. Jeff has watched his dad, John, care for the financial well-being of his clients his entire life, so joining the family business in 2016 was a natural decision.

Jeff has responsibility for all internal systems, operations, and processes at Modernize Wealth, delivering the first-rate experience that our clients enjoy.

Jeff earned a degree at Arizona State University’s W.P. Carey School of Business. He also studied Economics at ASU, while developing his skills in customer service.

When not at work, Jeff enjoys spending time with his family. He and his wife, Andrea, are the proud parents of two dogs, Goofy and Tigger. Jeff is also an avid lacrosse fan; he enjoys volunteering as a coach.

Jeff shares the entire Hebert family desire to help other families achieve generational wealth. By performing his role so well, Jeff allows his elder brother, Brandon, and father, John, to concentrate on their responsibilities as Modernize Wealth advisors.

Jeff Hebert & Wife