- Business card
- Business class
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- Financial aid
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- Wealth management
Don Hershberger, Mary Anne Hershberger, Candace Hackborn, Brennan Clark
Partnership is an important element of the service we provide to our clients. Our partners include the other members of the Paramount Wealth Management team as well as professionals in our community and across the country. Our goal is to provide sound advice and expertise to help you achieve your goals.
Don Hershberger, Jr.,CFP®, AIF®, CRC®
Don provides his clients with extensive experience and expertise when he works with them to build a wealth plan. Don is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Investment Fiduciary, a Certified Retirement Counselor and a Registered Employee Benefit Consultant. In addition, he is a registered principal and registered representative of Raymond James Financial Services. Don is a graduate of Jackson Business University.
In addition, he has formed many associations with other professionals across the U.S. Don is a member of the Financial Planning Association, the Investment Management Consultants Association, Financial Services Institute, the National Association of Health Underwriters, and the National Federation of Independent Business.
Don enjoys golf, water sports, watching college athletics and spending time with his family.
Candace M. Hackborn,CFP®
Education is very important to Candace. She is a CERTIFIED FINANCIAL PLANNER® practitioner, a registered representative of Raymond James Financial Services and holds the Series 24 license (General Securities Principal). She earned a bachelor’s degree in Economics and Business Management and an associate’s degree in Banking and Finance from Northwood University.
Candace enjoys sailing, reading, cooking, and spending time with her family.
Mary Anne Hershberger,CFP®
Mary Anne is well qualified to take on the many roles we ask of her. She is a CERTIFIED FINANCIAL PLANNER® practitioner, a registered representative of Raymond James Financial Services and holds the Series 24 license (General Securities Principal).
Mary Anne earned a bachelor’s degree in Hotel, Restaurant and Institutional Management from Michigan State University. Prior to joining us in 1997, she owned and operated a restaurant for 17 years.
Her hobbies include traveling, photography, reading, golf and spending time with family.
Hershberger III Client Relationship Manager
Donald is a registered representative of Raymond James Financial Services. He earned a bachelor’s degree in Business Management and an associate’s degree in Marketing from Baker College.
Prior to joining the firm, Donald was a loan officer and member service representative with CP Federal Credit Union.
Don enjoys golf, working out, photography / videography and technology.
Brennan Clark,CFP®Client Relationship Manager
Brennan is a CERTIFIED FINANCIAL PLANNER® practitioner and a registered representative of Raymond James Financial Services. He earned a bachelor’s degree in Finance from Michigan State University.
Brennan currently serves on the Lumen Christi High School Investment Committee and is a member of the Finance Committee at the Ella Sharp Museum of Art and History. Prior to joining Paramount, Brennan held various positions at the Country Club of Jackson, culminating his career as the Pro Shop Manager.
He likes to travel to see friends and family, spend time on the lake and golf.
Prior to joining the firm, Gretchen was a Personal Banker with Chase Bank for 2 years in Chicago. She was then promoted to a Client Service Associate with JPMorgan’s private bank, working for 5 years between the Chicago and Bloomfield Hills offices.
Gretchen is an avid sports fan. She enjoys working out, rooting for her favorite teams, traveling and spending time on the lake with family and friends.
We serve aselect groupof individuals, business owners, corporate executives and their families.
Often, our clients are also accredited investors who have planning needs that require the focused expertise we can provide. Our clients share our investment philosophy and our belief that “wealth” is about more than just money.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s intial and ongoing certification requirements.
Category: Wealth management