Our Team Paul Hershenberg President (602) 321-2889 (602) 218-4461 firstname.lastname@example.org Paul Hershenberg is President of Hershenberg Financial & Employee Benefits, LLC. He has assisted his clients with their insurance and investment needs since 1996 and founded Hershenberg Financial in July 2009 with the belief that a financial services firm should practice a "client first" philosophy . To help his clients keep informed of the ever changing financial markets and insurance regulations, Paul conducts periodic reviews with his clients. Before Paul was president of Hershenberg Financial & Employee Benefits, he was Vice President of Southwest Wealth Advisors, LLC and was a registered Representative for New England Financial and Lincoln Financial Advisors. Paul holds licenses in Arizona, California, and Texas and Utah and is a licensed insurance agent as well as holding his Series 7 and Series 63 Registrations. Rory Stone-Walsh (602) 321-2889 (602) 218-4461 Rory Stone-Walsh started with Hershenberg Financial & Employee Benefits in February 2010. As the Group Employee Benefits Manager, Rory works with employers to set up and maintain their employee benefits programs. Rory also works directly with the employees of his clients to help them make smart, informed decisions. Rory began his career with employee benefits in 2009 as an AFLAC representative and strives to be an invaluable resource for our clients. Rory Stone-Walsh is not affiliated with Woodbury Financial. Cheryl Bujold (602) 321-2889 (602) 218-4461 Cheryl Bujold started with Hershenberg Financial & Employee Benefits in January 2012. As the Individual Health and Life Insurance Manager, she oversees the process of helping our clients obtain life and health policies. Cheryl also regularly reviews these policies to ensure they are meeting our client’s current and future needs. Cheryl has been licensed for Health and Life Insurance with the state of Arizona since 2009. Her knowledge and diligence allow her to provide each client with a superior level of customer service. Joseph Sidman Registered Assistant 480-334-9217 email@example.com Joseph Sidman joined HF in 2017 and is Paul's registered assistant and holds a series 7 registration; he is the firm's technology specialist and can help answer any questions regarding client-facing technology questions. He helps assist Paul with creating and implementing financial planning for our clients. He also serves as the 401k manager for our clients and assists plan administrators and participants with all aspects of their 401k. Rachel Douglass Rachel joined Hershenberg Financial in 2021 as our Client Relations Manager and has more than 18 years of leadership and customer service experience. Her role is to provide concierge-level service to our clients and manage our extensive workflow. As Paul's executive assistant, Rachel is the front line to help answer client questions, ensures accuracy in client data Robert Booth Robert@hershenbergfinancial.com Robert Booth started his insurance career with Hershenberg & Stone-Walsh Insurance Services in July of 2014. With a keen eye for detail, Robert has developed robust procedures to help ensure enrollment accuracy and carrier accountability. He has taken this experience and applied to the 401(k) administration for Hershenberg Financial. He tracks company contributions to help ensure that they are made accurately, on time, and watches for potential payroll errors so they can be fixed before the money goes into a plan.