Vice President, Wealth Advisor, Registered Representative
Bio
Michael L. Hermes, CFA, CFP®, Vice President, Wealth Advisor, helps families and individuals achieve their financial goals through holistic financial planning encompassing investment, insurance, estate, tax and education planning. His main areas of expertise are in Social Security and investment management; Michael delivers customized investment solutions to meet client needs. In 2021, Michael received the National Social Security Advisor of the Year award.
Areas of Expertise
Retirement Forecasting
Estate Planning
Investment Management
Social Security Guidance
Community
- United Way Board Orientation & Leadership Development (BOLD) Program
- Talbert House Ambassador Board