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:

  • Budgeting, spending and saving strategies
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Am I saving enough for my future goals?
  • What strategies do I need to put into action to reach my goals?
  • Are my investments properly allocated for my time horizons?
  • What is a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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.


Kimberly Markel Herman

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.

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Kara Herman Fransted

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...

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