Kim Hellerman-Hersman, ChFC ®
Kim is a Senior Partner at HB Wealth Advisors. For over 20 years, she has worked closely with her clients to develop customized financial strategies that include investment and financial management as well as college and retirement planning. Kim has helped her clients reach these goals by using a comprehensive approach of protecting assets, managing tax exposure, and evaluating their overall financial well-being.
Kim also provides businesses with retirement plan analysis, design, implementation and monitoring of ERISA and non-ERISA retirement plans, including 401(k), 403(b), Simple IRA and Simplified Employee Pension (SEP) plans. Kim is an Investment Advisor Representative and currently holds Series 7, 6, 63 and 65 securities registrations as well as life, accident, variable annuity and health insurance licenses.
- Chartered Financial Consultant®, The American College of Financial Services
- Member of the Financial Services Institute
- Associate of Applied Business, Lakeland Community College
“I am committed to building and maintaining long-term relationships based on honesty, integrity and respect. I value every relationship and the confidence you have entrusted me with.”