Scott Herman is a Client Service Assistant at VestGen with a rich background in technology and client relations. With over 32 years of experience at Southwestern Bell/AT&T, Scott brings a unique, data-driven perspective to the team. He previously helped design products that generated over $125 million in annual revenue, and now, he’s applying his deep knowledge and experience to help our clients achieve their financial goals.
Specializing in portfolio performance and asset allocation, Scott plays a key role in providing the data and insights our advisors need to make informed recommendations. He’s also responsible for creating personalized digital and print correspondence that keeps clients informed about market trends and the impact of our wealth management strategies on their portfolios. When he’s not in the office, Scott is an active community supporter, building houses with Habitat for Humanity and spending time with his wife and their bloodhound, Ginny.
