OUR MISSION
A Higher Standard of Service
We focus on bringing clarity and structure to your financial life. Our recommendations are grounded in advanced research and the science of investing, helping ensure decisions are driven by evidence, not emotion.
An open architecture platform allows us to deliver objective advice that stays aligned with your best interests. Combined with leading custody and compliance partners, our approach is designed to provide transparency, security, and confidence at every step.
Andrew Hermsen
Financial Planner
Andrew is a Wealth Advisor with more than 20 years of experience helping individuals and families navigate important financial decisions to and through retirement. He is passionate about educating clients and providing thoughtful guidance tailored to each person’s unique financial goals and circumstances. Andrew believes that clear communication and a strong understanding of financial strategies help clients feel confident about their long-term plans.
Outside of work, Andrew enjoys spending time with his wife, Brooke, and their daughter, Harper, who brings immense joy to their lives. When he’s not with family, you’ll often find him on the golf course or watching the Badgers.
Andrew is an Accredited Investment Fiduciary® (AIF®) and holds the Series 7, Series 66, and Life Insurance licenses. He earned his degree in Finance from the University of Wisconsin–Madison.
Carol Zima
Registered Assistant
Carol has been a valued member of the team at Hermsen Wealth Management for more than 10 years, bringing experience, organization, and a welcoming presence to the firm. As the first person clients see when they walk through the door, Carol is known for her positive attitude and her ability to make everyone feel comfortable and taken care of.
Carol enjoys building relationships with clients and helping ensure their experience with the firm is smooth and enjoyable from the moment they arrive.
Outside of the office, Carol has been happily married for over 30 years and has one son, Lincon. She enjoys staying active by playing pickleball and volleyball, spending time outdoors, raising chicks, and making candles. Carol is also a passionate fan of the Milwaukee Bucks and rarely misses a game.
Carol holds the Series 6 and Series 63 licenses.
Riley Siltman, AIF®
Financial Planner
Riley is a Financial Planner who is passionate about helping individuals and families gain clarity and confidence in their financial lives. With experience working alongside several large investment advisory firms, Riley brings a broad perspective to financial planning and strives to simplify complex financial decisions so clients can focus on what matters most to them.
Originally from Evansville, Wisconsin, Riley came to Green Bay for both his education and athletics and has grown to love the community and everything the area has to offer. While attending the University of Wisconsin–Green Bay, Riley competed in Division I cross country. Today, he continues to pursue his passion for running by competing in marathons. He runs semi-professionally for the Wisconsin Runner Racing Team.
Outside of work, Riley enjoys staying active, playing pickleball, basketball, golf, and spending time with friends and his fiancée.
Riley is an Accredited Investment Fiduciary® (AIF®) and has passed the CERTIFIED FINANCIAL PLANNER® (CFP®) exam. He holds the Series 7, Series 63, Series 65, Life, and Health Insurance licenses. Riley earned his degree in Finance and Business Analytics with a minor in Personal Financial Planning from the University of Wisconsin–Green Bay.