David Hermann CRPC, BFA
Wealth Advisor & Associate Partner
David has been in the financial services industry for over 15 years, with a primary focus on financial planning and operational leadership. He holds the CRPC® (Chartered Retirement Planning Counselor℠) and BFA™ (Behavioral Financial Advisor™) designations, along with Series 6, 7, 63, and 65 licenses through LPL Financial.
Throughout his career, David has worked extensively in helping individuals and families navigate retirement planning, investment strategies, and long-term financial decision-making. His background includes leadership roles in branch operations, advisor development, and building planning-focused processes designed to improve both client and advisor experiences.
In his free time, David likes to workout, do yard work, hike, and dine out. He is an avid fan of the U of A Wildcats, Chicago Cubs, and Chicago Bears.