Meet Tim

Timothy G. Hermesch, (Tim) has been a financial advisor since February,1987. His focus is on providing life planning solutions through establishing and building a relationship first; identifying what a person has; what they want and last finding a solution(s) for the need(s).  This a continuum through life cycles and building a relationship based upon understanding and trust, allows for an individual, a family, a business to continue.

With more than 33 1/2 years of experience, his focus and expertise are in helping people have the money to do the things they want to do, when they want to. This includes one’s income, providing protection from chronic and terminal illnesses, having an appropriate retirement income strategy following a person’s risk tolerance. The analyzing and explaining what company benefits cost and the value they have while working; understanding the changes in the benefits in retirement. He educates, guides and supports people as they make life changing decisions adjusting to the “retirement life” affecting attitude and behavior. His clients range from beginning to building a financial plan, creating solutions to meet time dated goals to clients retired and managing retirement money so to not out live the money is the most important priority.

His areas of expertise include: Insurance, Investments, Income Planning in Retirement and Financial Planning. His clientele includes small business owner’s civilian individuals, civil service employees, and our military men and women. 

Tim graduated from Cornell College with degrees in Economics, Business, Education and Physical Education. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC).

Combining his educational background, corporate experience in business of 9 ½ years, and 33 1/2 years as a financial consultant; his passion to help people; Tim brings a broad experience in helping clients see the solution(s) in attaining their goals. Learning from clients; sharing ideas; helping each other with a passion is his way of thinking always.

Tim is a past project business consultant in Junior Achievement. He enjoys playing basketball, skiing, tennis, racquetball, weightlifting, woodworking and traveling to name some of the activities.