Our staff consists of experienced professionals with a "holistic" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
We believe our "holistic" approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
We have helped many people create a road map for their financial future that fits their needs and helps them to reach their goals. We can help you conduct a comprehensive analysis and create a strategic approach that is designed to address your personal situation. Contact us to set up a consultation.
LPL Registered Principal
Kimberly Herman educates and guides clients on the construction and maintenance of a well diversified portfolio tailored to work toward the unique needs from a personal, family, and business perspective.
Chief Operations Officer
Kara graduated from Villanova University and was commissioned as a Surface Warfare Officer in the United States Navy in 2011. Her first assignment was USS COWPENS (CG 63) in Yokosuka, Japan for three years where she served as Combat...
Nathalia graduated Magna Cum Laude from the University of Baltimore in 2017 with a Bachelor of Science. She then began her Juris Doctorate at the University of the District of Columbia David A. Clarke School of Law in the fall of 2017....