The HMS Team

 

 

 

 

 


Robert Herdler, ChFC®, RICP®, ChSNC®, CLU®

Financial Advisor

Robert Herdler is a native St. Louisan who began his career as a financial advisor in 1997 with MML Investor Services.  Prior to becoming an advisor, Robert was employed by Allen Foods in St. Louis where he worked in operations and risk management.  Robert graduated from Lindenwood University in 1987 with a BS in Business Administration, Robert continued his education by earning professional designations of: Associate in Risk Management (ARM), a Chartered Financial Consultant (ChFC), a Retirement Income Certified Professional (RICP), a Chartered Life Underwriter (CLU), a Chartered Special Needs Consultant (ChSNC), and became part of the Special Care Program.  Robert and his wife, Kim, live in Webster Groves and have 3 children, Jonathan, Joseph, and James.

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Dan Marcotte                                                                                                                                     
Financial Advisor

Dan Marcotte began his career as a financial advisor in 1997 with MML Investors Services.  While at MML, he was hired as the Registered Principal and Compliance Officer for the St. Louis Agency.  Dan spent approximately seven years in that role, and currently remains a Registered Principal for the Agency.  In 2011, he became business partners with Robert Herdler, offering comprehensive financial services to individuals, business owners, and government entities.  Dan is married to his wife Krista and they have five children, Sarah, Josh, Emma, Rebekah, and Jessica.  He is an elder at Twin Oaks Presbyterian Church and serves on the board of Providence Classical Christian Academy. 

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Tim Smith, ChFC®, RICP®, CLU®                                                                                         

Financial Advisor

Tim Smith has been in the Financial Advisory Services and Insurance business since 2004. He is a graduate of Westminster College with a degree in Finance and a degree in Economics. He currently holds three professional designations from The American College:  Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Chartered Life Underwriter (CLU). He is married to his wife Suzanne and they have boxer mix dogs named Ryder and Milo.  In his free time, Tim loves to be biking, fishing, outdoors, playing baseball, playing basketball, running, and spending time at Table Rock Lake.  He is also an avid Cardinals and Blues fan.

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Matthew A. Dulick, MBA                                                                                      

Financial Advisor

After 18 years in the corporate world, Matt Dulick began his career as a financial advisor in 2001.  Matt's corporate experience coupled with his 20 years as a financial advisor uniquely position him to help you through life's adventures.  He prides himself in mentoring, coaching, and educating clients to make sound financial decisions for the security of his clients and their families.  Matt is a graduate of the University of the Pacific and achieved his MBA from St Louis University.  He currently resides in Chesterfield with his lovely wife Liz and their four amazing children.  He enjoys coaching athletics as well as serving on the board for several non-profit organizations.

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Tina Lender                                                                                                                         

Paraplanner

Tina joined HMS in 2016.  Tina's role as a paraplanner is the foundation for exceptional client services.  Tina focuses on new accounts, account maintenance, and meeting preparation.  Tina also serves as a Notary Public for HMS.

 

Megan Knight                                                                                                                       

Client Relationship Manager

Megan joined HMS in March 2020 on the front end of a global pandemic, a very difficult challenge.  Megan's primary focus is on the client's immediate needs and coordinating communciation between the HMS advisors and their clients.  "Service is important to us!"

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck