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.

• Talbert House Ambassador Board (2020-2023)
• The Dragonfly Foundation - Board Member
• Dan Beard Council - Planned Giving Committee Member
• St. Elizabeth Foundation - YP Group