About Us

aboutus

We Take The Time That It Takes… To Do Things Right…

Our primary focus is on providing comprehensive service for our clients, in order to meet all your needs. Whether it’s a young familyseeking the correct life insurance coverage, or a business owner who needs help with business insurance planning and tax preparation, or a newly displaced employee seeking immediate health insurance coverage – we have the resources to solve each of those challenges. Our client relationships are important to us – we’ve grown to know their families, their business associates, and their friends and neighbors over the years. It can be confusing to try and manage all your financial responsibilities on your own – and it can be expensive to hire multiple providers to handle individual areas of your overall financial needs. Our experienced professionals have spent years learning their respective specialties, and by working together, in regular communication, we can build a solid defense against potential liabilities. This ‘team effort’ approach will save you time, cost you less, and create better results for you, your family and your business.  And it’s our expertise, our experience and our commitment to finding the right solution that allows us to say… We Know What You Don’t Know You NEED To Know… We are proactively ‘looking out’ for your best interests… looking for ways to simplify and streamline your financial management. We’ve saved our clients hundreds of thousands of dollars in unnecessary taxes, and we’ve deflected literally millions of dollars in potential liabilities – all because our experts know how to protect you from unforeseen problems, and work with programs and resources for your greatest advantage.  Consider us your personal ‘risk management’ team – we’ll help assess your vulnerabilities, and create a plan to make sure any weaknesses are addressed. We have strategically expanded the firm to include experts in each area of financial services, to make sure we can meet all your current and future needs. Whether you meet with one of us, or all of us, you can be sure that we’re looking for ways to improve your situation… both now and for the long term.

Call Us Today To Schedule Your No Cost or Obligation Personal or Business ‘Needs Analysis Assessment’! 800-371-7115

As an independent financial planning firm, Hebard offers clients an objective approach to solving their investment needs. We understand that each client's financial goals are unique and require a customized plan designed to achieve their objectives. Our professional alliances provide our clients access to the world's finest products, as well as the financial expertise and credibility needed to provide you with a wealth of investment resources. As a client, you benefit from the objectivity of working with an independent financial consultant. We offer timely, unbiased investment advice and strive to do so with the highest level of integrity and service.

Our Mission

TO BRING PEACE OF MIND TO OUR CLIENTS AND COMMUNITY BY EMPOWERING THEM WITH THE TOOLS THEY NEED TO PROTECT WHAT MATTERS MOST.

Our Vision

- To passionately protect as many families and business owners as we can reach in our community.
- To become the premier local wealth management and Insurance solutions provider for our clients. This vision is forged by our desire to teach and to be remarkable.

erik

Erik Sjolie

Partner

    jenny

    Jenny Ebinger

    Partner

      chris

      Chris Hebard-Summers

      Partner

        Sabrina

        Sabrina Higby

        Partner

          lori

          Lori Walter

          Personal Lines CSR

            Nicole

            Nicole Perry

            Enrolled Agent

              cody

              Cody Thomas

              Tax Preparer

                heather

                Heather Chilson

                Team Coordinator

                  cyndi

                  Cyndi Norton

                  Personal Lines CSR

                    mike

                    Mike Wynkoop

                    Insurance Specialist

                      jim

                      Jim Farquhar

                      Financial Services Professional

                        roger

                        Roger Barrick

                        Financial Services Professional

                          Rich

                          Richard Estrella

                          Financial Services Professional

                            mark

                            Mark Pihl

                            Financial Services Professional