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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Troy Herman, CFP®

Financial Advisor

Troy has gained valuable experience being employed in the areas of insurance, small business and banking. While working in the banking industry, he broadened his financial skills by becoming a CERTIFIED FINANCIAL PLANNER™...
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Tera Willman

Administrative Manager

Tera joined WFS in 2017 as their Administrative Manager. Prior to joining our firm, Tera had over twenty five years of experience in human resources, marketing and management working in the field of retail management. Tera continues...
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Kimberlee Shepherd

Wealth Management Assistant

Kimberlee joined WFS in 2015 as a Wealth Management Assistant. Prior to joining our firm, Kimberlee had more than a decade of experience in operations and management within the banking industry. Since joining the firm, she has...
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