People Who Genuinely Care
About Seeing You Win
Invicta Financial is built on service, trust, and a deep passion for helping others take control of their financial story.
Meet Dawn Herbik
Over the years Dawn has worn a few hats: Teacher, Business Owner, Christian Ministry, Life Coach, and Homemaker. One consistent trait through all of these is Dawn's love of service, teaching, and helping others.
As a Financial Planner, Dawn understands the need to listen to her clients and assist them in creating a life plan where finances are a foundational tool in meeting life's goals and dreams. Dawn realizes that finances is not just transactional — it's how we care for our children, plan vacations, see grandkids, and have a plan for our retirement.
It's the ability to pay for today, plan for tomorrow's play, and save for our later years. It also should have a legacy component that lasts long past we are gone. Dawn uses her skills as a coach and teacher to create lasting relationships with her clients.
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Meet Frank Herbik
Frank is on a mission to help people take control of their financial future. Through the Bank on Yourself™ strategy, he guides families and individuals toward a smarter, safer, and more predictable path to building real wealth.
Driven by his faith, his values, and a passion for financial freedom, Frank brings both personal conviction and proven experience to every client he serves. When you work with Frank, you're not just getting a financial professional — you're getting someone who genuinely cares about seeing you win.
Book a Call With FrankWhat We Stand For
Every client relationship is built on these core commitments.
Education First
We believe informed clients make the best decisions. We take the time to teach, not just tell.
Faith & Integrity
Our faith guides how we serve. We do what's right for you — always — not what's easiest or most profitable for us.
Family-Centered Planning
Money is how we care for the people we love. We help you build wealth that serves your whole life — and beyond.
Lasting Relationships
We're not a one-and-done service. We check in regularly to keep your plan aligned with your life.
Proven Strategy
The Bank on Yourself™ method has been used for over 160 years. We apply time-tested principles — not trendy speculation.
Your Legacy
Great wealth planning considers not just retirement, but what you leave behind for the ones who come after you.