Amy A. Hebert, CPA

Amy A. Hebert, CPA, is an Investment Adviser Representative and the President and Founder of Hebert Wealth Advisors LLC. With more than 20 years of experience as a CPA and investment licenses earned in 2016, Amy brings a rare combination of tax expertise, investment management, and comprehensive financial planning under one roof. She holds Series 7 and Series 66 licenses, along with variable, life, and health insurance licenses.

Amy began her career at PricewaterhouseCoopers (PwC) after earning her BA in Accounting with a minor in Finance from Western Michigan University’s Lee Honors College. Her background spans public accounting, corporate finance, and human resources. She served as a corporate accountant at Meijer, where she focused on inventory and financial analysis and contributed to multiple retail improvement initiatives. She later specialized in employee benefit plan audits and individual tax preparation at a regional accounting firm.

Her career includes human resource and management experience as the 1st Vice President of Corporate Compensation & Benefits at Chemical Bank. In that role, Amy led compensation strategy for more than 2,000 employees and served as the primary authority on health insurance plan design, executive compensation, stock options, deferred compensation, performance share awards, pension planning, and merger and acquisition due diligence.

Before founding Hebert Wealth Advisors in 2023, Amy was a partner at a local firm, where she specialized in investment management and tax planning for individuals. Today, her firm is built on a holistic, highly personalized approach that integrates financial planning, tax strategy, and investment advice. Amy works closely with clients through every stage of life, always focused on clarity, discipline, and long-term freedom.

Amy was voted Best Financial Planner in the Midland Daily News Readers’ Choice Awards in 2025 and 2024, a reflection of her approachable style, proactive communication, and deep commitment to putting clients first. She is a member of the AICPA, MICPA, and the Northeastern Michigan Estate Planning Council, serves on MyMichigan Health’s Advisory Council, and is a former board member of Midland Open Door. She is also a member of P.E.O. Chapter CB and has long been active in community events and fundraisers.

Born and raised in Midland County, Amy believes great financial planning starts with honest, human conversations. She creates an environment where questions are welcomed, confusion is expected, and no one feels rushed or talked down to. Outside the office, she enjoys running, traveling, reading, and spending time with her family.