Services
Hermann Financial offers the following services:
Investment Planning
Wealth Management
Estate Planning
Retirement Planning
Life and Group Health Insurance
Disability Insurance
Long Term Care Insurance
All Things Medicare
Commitment
We have always adhered to the following:
In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.
Bill
Bill graduated from the University of Oregon in 1966 and began his financial services career on March 1, 1967, in Eugene, Oregon. On October 7th of the same year, Bill and his wife, Jodi, were married in Eugene and re-located to La Grande where the business has expanded over the years into a professional financial services firm. From those early years, Bill has always been an “independent” producer, not restricted to the insurance or investment products offered by any one company.
In 1969, Bill secured his series 7 securities license thus adding equity products to the life and health insurance and annuity business. The ability to employ all financial products to a client’s financial plan, and not be restricted as a captive company producer, has been invaluable.
In 1972 Bill first qualified for the prestigious Million Dollar Round Table and has been a member every year since.
In 1980 Bill obtained his Chartered Life Underwriter designation with the American College. In 1982 he added the American College’s Chartered Financial Consultant credential.
In 1986 he was awarded the National Association of Insurance and Financial Professional’s “Senior Agent of the Year” for the state of Oregon.
Bill has been very involved over the years in the community as President of the Eastern Oregon University Foundation, Chairman of the Grande Ronde Hospital board of trustees, Grande Ronde Child Center board, President of the La Grande Country Club, President of the La Grande Industrial Development Corporation and many other community endeavors.
Bill has received the Eastern Oregon University’s “Distinguished Service” and“ Alumnus of the Year” awards. In 1989 he was named Union County Chamber of Commerce “Man of the Year.”
As his clients are now located in various parts of the country…..and with the advent of modern technology….Bill and his wife, Jodi, spend a great deal of time now at their home on the Oregon Coast where he can still actively stay connected with clients but add a new dimension in lifestyle. He makes it clear, however, that he has not retired!
Kimberly
Kimberly Hilton is Bill’s daughter. Kim’s specialties are in employee benefits, structuring fully
insured and self-funded group health plans, group LTD and Life. She is also experienced in
group retirement plans such as Davis Bacon Pension, 401(k), 403(b), etc. In addition Kim enjoys
creating an individual retirement plan for those still saving – and those ready to retire.
Kim is part of the Regence Blue Cross Blue Shield Agent Advisory Council. She did the same
for Advantage Dental in 2004, and is currently serving on the Producer Advisory Council for
Moda.
Kim is a past member of the local Soroptimist Chapter. She spent a few years as co-chair for the
local “Friends of the NRA” annual fundraising banquet. She is a past board member of the Blue
Mountain Humane Association and co-chaired an annual fundraiser for their low income
assistance fund for 9 years.
Shelly
Shelly has always lived in Eastern Oregon. She moved to La Grande after High School to attend
Eastern Oregon University. Shelly joined Hermann Financial in 2005 where she has worked as
the firm’s Office Manager, ensuring the daily operations run smoothly.
In 2016 Shelly became Life and Health insurance licensed. She has now expanded her service to
our clients to include finding a fit for their individual health insurance and Medicare needs
Additional background information is available at FINRA's BrokerCheck .
Securities and Investment Advisory services offered through Osaic Wealth Inc. , member FINRA /SIPC , Form CRS . Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth .
This communication is strictly intended for individuals residing in the state(s) of AK, AZ, ID, OR, WA. No offers may be made or accepted from any resident outside the specific states referenced.
