Our Associates

Bruce created Hermann Financial Services, Inc. to help families protect and preserve their wealth in preparation for worry-free and dignified retirements. With the commitment to help his clients plan for the future while living in the...

Alexa joined HFS in June of 2012 and manages the operations, trading, and compliance infrastructure of our Advisory and Self Directed brokerage business. She holds a Bachelor's degree in Business Administration as well as FINRA Series...

Christine brings more than 20 years’ experience in public, private, and voluntary sectors. She administers the Direct Mutual Fund and Annuity accounts. Her proficiency lies in meticulous attention to detail, organization, and...

Prior to her retirement in 2017, Teri was our full-time Administrative Assistant for 12 years. We are fortunate she continues to assist the office on a part time, as needed basis. Teri lives in Milford with her husband, enjoying her...

Megan, our Administrative Assistant, joined the HFS team in 2023 after earning her Paralegal Certification from Villanova University and a Bachelor's from the University of Delaware. ...