ABOUT

A man with short brown hair is smiling in a professional portrait. He is wearing a navy blue suit, a white shirt, and a light purple tie with a pattern. The background is a soft, dark teal color.

David Hermann, CRPC, BFA

Director Of Finance

Whether it’s been working with clients, or teaching other advisers, the focus is always on financial planning and the value it brings. His clients like working with him through a planning lens where the focus isn’t on the products, and because of this, they are open to asking more questions and using his expertise, which allows him to do better work for them.

David prioritizes his clients’ satisfaction and limits his clientele to ensure that he can provide the level of service he’s known for.

So whether you’re in the wealth accumulation years of work, or the wealth distribution years of retirement, as he seeks to be your trusted financial partner, his goal is to simplify the process and provide the environment you need to focus on living your best life.