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™ professional in 2005. The CFP® designation, showing professionalism and high ethics in financial planning, was an interest he explored while earning his Bachelor of Science in Business Administration from the University of Wyoming.

In 2010, Troy was blessed to embark on a financial services career and begin a mentoring relationship with Dennis and Connie Wiedeman, our firm founder’s and later business partners. Dennis’s professional background as a CPA allowed him to understand that taxes are one of the biggest risks to creating wealth. Dennis was a groundbreaking leader and visionary in bringing the fields of wealth management and tax management together. Troy states, “Learning the process of how to marry investment solutions while concentrating on the tax situations of clients has brought invaluable benefits for me; therefore, allowing clients to keep more of what they make or earn.”

Troy invests his time and talents back into the community; helping to serve in various civic events and community organizations. Also, he is active as an usher at his church, St. Agnes Catholic Church. Troy’s interests include traveling and camping with family along with striking up the grill to cook. Additional activities include golfing, attending Wyoming Cowboy Football games and attending local high school sporting and musical events. Troy and his wife, Carol have been blessed to have two children, Scott and Emma.

 

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

  • 14+ years in finance and financial services
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Registered Representative, Avantax Investment Services℠
  • Bachelor of Science, University of Wyoming
  • Associate of Science, Western Nebraska Community College
  • Personal Financial Planning Certificate, Metro State College of Denver

 

CIVIC, COMMUNITY AND PROFESSIONAL ACTIVITIES

  • Community Member serving on the Board of Adjustment, City of Scottsbluff
  • Board Member/Treasurer, St. Agnes Catholic School Foundation
  • Board Member/Secretary, Scottsbluff High School Booster Club
  • Current Member, Scottsbluff/Gering Lions Club
  • Past Board Member/Treasurer, 23 Club (Youth Baseball/Softball)
  • Member, Financial Services Institute, NAIFA and Financial Planning Association
  • Past Volunteer Coach: Youth baseball, softball and soccer programs

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 her marketing and human resource skills at our office. Tera earned her Bachelor of Arts Degree majoring in Management from Chadron State College.

Tera was raised in the Gering and returned to the area to raise her children. She enjoys time with her two children and grandchildren. When not enjoying time with family and friends, Tera enjoys gardening, painting, binge watching Netflix and is a huge fan of the Nebraska Cornhuskers.

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 leveraged her banking background, multitasking ability and organizational skills to support WFS in making a difference for clients and helping WFS succeed. Kimberlee has been recognized for her accomplishments with Avantax’s Progressive Ongoing Education award. Kimberlee holds her property & casualty insurance license for Nebraska. Kimberlee attended Aims Community College and Chadron State College.

Kimberlee was raised in Yuma, a small rural town in northern Colorado, and moved to Gering in 2012. Kimberlee has been married to her husband Todd since 2015. Away from the office, Kimberlee can be found reading, baking, camping and spending time with her son and stepdaughter.