Herman is a dedicated financial advisor with a passion for helping clients build and protect their wealth. Born in Ukraine and immigrating to Chicago as a child, Herman developed a deep appreciation for financial security and the importance of smart investments. Herman received his bachelor’s degrees in economics, finance, and investment banking from University of Wisconsin-Madison and an MBA from University of Chicago Booth School of Business. He is a CERTIFIED FINANCIAL PLANNER™ Professional who joined us in 2024 with more than 18 years of experience. Herman, his wife and their two children, reside in Downtown Chicago in the Lakeshore East Neighborhood. Herman enjoys many different outdoors activities such as rock climbing, snowboarding, hiking, and traveling. He has been to more than 50 different countries.
Chicago
625 West Adams Street Office 19-131 Chicago, IL 60661