Amy A. Hebert, CPA

Careers are rarely a straight line. Mine has been more of a winding road, with a few unexpected turns, detours and a destination I never planned on: owning my own business.

Along the way, I've been a CPA in public accounting, corporate accountant, pension plan administrator, compensation and benefits executive, tax preparer, investment advisor and financial planner. Every stop gave me another piece of the puzzle I use to help clients today.

The Short Version

I'm a CPA, financial advisor, lifelong numbers person and accidental business owner. I hold Series 7 and Series 66 securities licenses, along with life, health and variable insurance licenses.

My favorite part of the job is bringing investments, taxes and financial planning together. I'm also not afraid to tell you what I think. To me, financial freedom isn't about watching your portfolio every morning. It's waking up and deciding what you want to do that day without consulting the stock market first.

The Long Version

I was a numbers kid from the beginning. I took an accounting class in high school, loved it and headed to Western Michigan University's Lee Honors College, where I earned a BA in Accounting with a minor in Finance.

There was only one potential flaw in the plan: I was sure I was too social to be an accountant.

Turns out, that worked out fine.

I started my career at PricewaterhouseCoopers (PwC), followed by a corporate accounting role at Meijer. I later joined a regional accounting firm, where I audited employee benefit plans and prepared individual tax returns.

That experience led to pension plan administration and the broader world of compensation and benefits. I became 1st Vice President of Corporate Compensation & Benefits at Chemical Bank, responsible for compensation strategy for more than 2,000 employees, with experience spanning health insurance, executive compensation, stock options, deferred compensation, pensions and M&A due diligence.

Not exactly a straight-line career path. But all those seemingly different roles connect. Taxes. Investments. Retirement plans. Insurance. Employee benefits. Executive compensation. Human behavior. They're all pieces of someone's financial life and I've seen those pieces from a lot of different angles.

 Eventually, I found the work I loved most: helping individuals put those pieces together.

I earned my investment licenses in 2016 and began focusing on investment management, tax planning and comprehensive financial planning. In 2023, I founded Hebert Wealth Advisors. Owning a firm was never a lifelong dream but I'm incredibly proud of what I've built: a place where every client can feel like they're my most important client.

That's intentional.

The Rest of the Story

I was born and raised in Midland County. In 2025, I was honored to be voted Best Financial Planner in the Midland Daily News Readers' Choice Awards**. I'm also a member of the AICPA, MICPA and Northeastern Michigan Estate Planning Council, and P.E.O. is especially close to my heart.

At home, my husband, Aaron, is also a CPA. We have two kids, Matt and Aly, and two orange cats, Ollie and Gronkie, who are objectively the best cats.*

When I'm not talking about taxes, investments or retirement, you'll probably find me walking, biking, planning our next family trip (preferably somewhere warm and near the ocean) or with my nose in a book. There's also almost always a podcast playing (anything from market insights to true crime, which is either well-rounded or mildly concerning). 

I also firmly believe in naps.

I have a lot of letters, licenses and years of experience behind my name. Those things matter. But when you sit down with me, I don't want you to feel like you're meeting with a résumé. I want you to feel like you're talking to someone who knows her stuff, will tell you the truth and genuinely wants to know where you are trying to go.

Then we'll figure out the roadmap to get you there.

*Ollie and Gronkie have not been independently surveyed on this claim but likely approve this message.

**2025 Readers’ Choice Awards -Best Financial Planner issued by Midland Daily News. Individuals can nominate/vote once per hour per category, per email, during the application round. Top three businesses/individuals in each category will the winner and finalists. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.