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client services specialist

overland park, ks


Misael Herrera joined intellicents in 2024 as a Client Service Specialist out of our Overland Park, KS office. Misael handles and ensures the set-up + paperwork of our Family Office clients, and is there to answer questions or connect clients to the right teammate. He comes with a strong set of skills in problem-solving, communication, technology, and is fluent in Spanish.

Prior to joining intellicents, Misael served as a Client Service Specialist at True Wealth & Company, as well as a Marketing Assistant at Johnson County Clin-Trials where he worked with online marketing and patient recruitment.

education & certifications

Misael graduated from Johnson County Community College with an Associate of Arts (AA) degree and is currently studying at Southern New Hampshire University (SNHU) to complete his Bachelor of Science in Finance degree.

Additionally, Misael holds the following designations and previously passed securities exam:

  • Series 65: Uniform Investment Adviser

  • Life and Accident/Health Insurance

my idea of

living the dream

Being able to help and educate the common people on their finances while being able to maintain freedom in my personal life which includes my fitness ventures in CrossFit, traveling, and spending more time with my family.

dream job

this is my

Officially becoming a CFP® with intellicents and helping those in need of financial guidance.

this is how i

make it real

CrossFit and time with family.

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