Investing For Your Future
HEBERT INVESTMENTS
We’re pleased to introduce the Hebert Team
Through three generations, we’ve accumulated over 120 years of successful investing experience through all market conditions.
3
generations with over
120
years of combined experience
Richard Hebert, MBA
President
Portfolio Manager
Chief Investment Officer
Rick joined the firm in 1999 specializing in portfolio management using the company’s proprietary technical stock market analysis, INSTITECH 4000. As Chief Investment Officer he directs overall portfolio management strategy and execution. He has over twenty-five years of senior executive experience in financial and business management within the industrial and financial sectors. Rick earned an MBA, Honors, Finance emphasis, and BS, BA in Finance, Cum Laude from Regis University. He is a member of American Mensa, LTD, American Association of Individual Investors and the Rotary Club of Golden.
Rick earned and holds an Investment Adviser Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65 securities license) and is registered under SEC regulations with FINRA. CRD 5029952.
Jason Hébert
Vice President
Portfolio Manager
INSTITECH 4000 Analysis
Jason joined the firm in 2011 with considerable experience in Senior Executive management and overall business and IT administration. He leads and manages the firm’s proprietary Institech analysis and research production, development of portfolio accounts and overall client services administration. Jason has been involved with many youth activities including volunteering in the Adams 12 School District and as a youth mentor and coach in the Broomfield football, baseball, and hockey leagues.
Jason earned and holds an Investment Adviser Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65 securities license) and is registered under SEC regulations with FINRA. CRD 6250116.
Ramona (Mona) Hébert
Vice President
Portfolio Manager
Retirement Plan Advisor
Mona joined the firm in 2013 with extensive experience in business management and administration. For over 20 years she has successfully managed, and operated small business enterprise. She leads and manages the firm’s operational, back office and client administration functions. Mona has been involved with managing youth hockey teams, volunteering in the Adams 12 School District, coaching youth volleyball, and softball.
Mona earned and holds an Investment Adviser Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65 securities license) and is registered under SEC regulations with FINRA. CRD 6250091.
Dr. W. Scott Brown
Investment Adviser Representative
Scott provides experienced, financial health education to clients. As a Doctor of Functional Neurology, Dr. Brown maintained his own private practice. Upon selling the practice, Scott
re-invigorated his passion of promoting individual financial health. Dr. Brown earned a B.A. Honors, University of Georgia. Scott holds Doctor of Chiropractic, Diplomate Neurology and IAR designation.
Scott earned and holds an Investment Adviser Representative designation by completing NASAA Uniform Investment Adviser Law Examination (Series 65 securities license) and is registered under SEC regulations with FINRA. CRD 7068277.
Tom Hughes
INSTITECH 4000 Analysis
Technology Architect
Tom develops systems and applications for Hebert's proprietary stock market analysis, INSTITECH 4000. Tom has worked with startups to Fortune 100 companies developing software applications in project managements and enterprise resource planning.
Tom has earned a BS in Computer Science, University of Missouri-St. Louis, and a BS in Chemical Engineering, University of Missouri-Columbia.
Our Founders Emeritus
Howard Hebert and daughter Suzanne Hebert founded the Firm in 1992, successfully incorporating the INSTITECH 4000 proprietary market analysis developed by Howard Hebert during the 1960’s. This formed the investment management principles we have successfully used for over three generations.
Howard Hébert
Co-Founder Emeritus, Chartered Market Technician
Suzanne Hébert
Co-Founder Emeritus, Chartered Financial Analyst