Our leadership and management team is comprised of highly skilled and experienced professionals who understand the importance of growing and protecting investor assets. Equally important is their capacity to recognize and embrace the fine distinction of each individual client’s personality which helps build and grow meaningful relationships.
We are especially proud of our team’s educational background— their credentials, degrees, and advanced learning from respected universities across the U.S. Intelligence and wisdom are the cornerstones of our firm’s foundation which fosters our desire to educate and inspire our clients.
President, Herold & Lantern Investments, Inc., and Percheron Asset Management Group
Chief Operating Officer, Herold & Lantern Investments, Inc., and Percheron Asset Management Group
Chief Compliance Officer, Herold & Lantern Investments, Inc., and Percheron Asset Management Group
Chief Operations Officer/Chief Compliance Officer, Lantern Wealth Advisors LLC, a Percheron Asset Management Group subsidiary
Senior Vice President - Investments, Financial Advisor
Senior Vice President Branch Manager
Vice President - Investments, Financial Advisor Herold & Lantern Investments, Inc.
Vice President - Investments, Financial Advisor Herold & Lantern Investments, Inc.
Director - Fixed Income Securities, Herold & Lantern Investments, Inc.