Our team

Professional, courteous, and independent on your behalf.

• Kevin J. Hermening, CFP(R)

  Senior Wealth Advisor

  Kevin Hermening, CFP(R), is the Managing Partner of Hermening Financial Group LLC.

  For nearly 20 years, Kevin Hermening has operated his own financial planning firm, Hermening Financial Group LLC (HFG), an independent firm with a focus on comprehensive financial planning, tax planning, and investment management.

  Kevin is an independent investment advisor and Registered Representative with First Allied Securities Inc. and also manages HFG as the Branch office of First Allied Securities Inc., an Advanced Equities Company, with offices in Wausau, Stevens Point, and Green Bay, Wisconsin. As the principal of the local Office of Supervisory Jurisdiction with First Allied Securities Inc., he supervises other planners affiliated with his branch offices.

  He is also an Investment Advisor Representative with Hermening Advisory Services LLC (HAS), and dually-licensed with First Allied Advisory Services Inc. These affiliations permit him to offer investment securities products and investment advisory services as a fee-based planner.

  Working closely with the staff of HFG, Kevin is able to manage the planning relationship with each of the firm's clients. HFG offers a wide range of investment, insurance, tax reduction, and estate planning services. They utilize mutual funds, annuities, stocks and bonds, REITs and alternative investment opportunities. In addition to financial planning, HFG also offers income tax preparation services.

  He also is a product specialist for employee retirement programs, including 401(k) plans, 403(b) programs, and 457 retirement plans, SIMPLE IRAs, and non-qualified investment plans, among others. Drawing on that background, Kevin teaches "Financial Management / Investment Basics" and "Estate Planning" seminars in a variety of settings, including for Northcentral Technical College (NTC), Wausau.

  He earned his Certified Financial Planner(tm) (CFP(R)) designation after passing the CFP(R) Board of Standards' examination. At present, Kevin is pursuing an MBA, with an emphasis in Finance, Investments and Banking.

  Kevin is a member of the Financial Planning Association, the professional organization for independent financial advisors. He is also a member of several local civic organizations, including the Wausau Area Chamber of Commerce, and has served on the Board of Directors of Junior Achievement.

  For seven years, he hosted "Your Business, Your Money, and You," a weekly hour-long live radio broadcast on talk radio 1230 (AM) WXCO, with a focus on area business, the economy, and financial planning. He occasionally hosts Wisconsin Public Radio's On Your Money.

  Kevin is an accomplished public speaker, having addressed more than 3,000 audiences nationwide over the past 25 years, often about his experiences as the youngest of the 52 Americans held hostage at the U.S. Embassy in Iran for 444 days from 1979 - 1981. He served a total of 13 years in the Marine Corps and Marine Corps Reserve, and received an Honorable Discharge in 1994. He is the recipient of the U.S. State Department's Award for Valor, and received the Prisoner of War Medal and the Defense Meritorious Service Medal, the nation's highest peacetime military decorations, from the Department of Defense.

  He has been involved in national, state, and local politics for many years, and has twice been a candidate for the U.S. House of Representatives and the Wisconsin State Legislature.

  He and his wife, Wendy, have two daughters, Kacey and Kaitlyn and currently reside in Mosinee. Kevin served many years as a Member of the Mosinee School Board. Kevin enjoys golf, softball, and bowling and often appears as a cast member of the Mosinee Summer Theater.

• Kevin Rust

  Financial Consultant

  Kevin Rust works with clients in the firm's Green Bay location, and with individuals and small businesses throughout the Fox River Valley. Kevin works with the firm's clients as a fully-licensed financial planner, holding the Series 7, 63, & 65 registrations. He works primarily with small business owners and high net worth individuals. He has a degree in Business Administration from U.W. -- Oshkosh.

  I share our firm's commitment to high quality client service, and bring to the table both the perspective of a financial planning client AND the knowledge and expertise associated with earning my Securities licenses, my business experience, and receiving my Business Administration degree at UW-Oshkosh.. With a young family, I know that I must work hard, plan for the future, and make sure my family has a secure financial situation. I also know that life requires a balance among family, finances, good health, and fun.

  Regarding the latter, I very much enjoy spending time with my family, traveling, cooking, and riding my Harley Davidson.

• Justin Sitte

  Client Services Director

  Justin is responsible for the customer service department. He ensures that our customers' paperwork is properly submitted, and routinely tracks investment portfolio balances and any changes to customer accounts. Justin is a fully licensed General Securities representative (Series 7) and General Principal with FINRA through First Allied Securities, Inc. (Series 24). He processes all securities trades, and manages the firm's Investment Advisory subsidiary, Hermening Advisory Services LLC. He has earned a Business degree in Finance.

• Faye Felckowski

  Registered Service Associate

  Faye is the Office Manager of the Stevens Point location of Hermening Financial Group.

  She works with Justin in the firm's customer service department. She pursues the follow-up work necessary to keep our customers satisfied. Faye holds the FINRA Series 6 and 63 securities licenses. Faye has more than 12 years' industry experience, working previously with clients at Chase Bank and Stifel Nicolaus.

  A resident of Plover, she enjoys spending time with her husband, Dave, and grandson, Trevor.

• Kimberly Payne

  Operations Director

  Kim is responsible for the internal operations of Hermening Financial Group LLC, and provides oversight of all customer service and company products and services. She is a Registered Paraplanner(sm), having attained her certification through the College for Financial Planning; and is presently pursuing an Accounting degree through U.W. - Stevens Point. Kim is also licensed as a Notary Public with the State of Wisconsin.

• Bill Shirer, PhD

  CERTIFIED SENIOR ADVISOR (CSA(R))

  Bill assists the firm's financial planners on senior issues related to aging, healthcare, and concerns to retirees and pre-retirees. He also helps the principals in offering planning assistance to nonprofit organizations and small businesses.

  Bill's expertise in strategic planning allows him to lead and coordinate the HFG's management strategies for the firm's growth and operations.

  He has personal experience with higher education planning, retirement planning, and senior issues. He holds advanced degrees from the University of Wisconsin-Madison, is a Certified Strategic Planner, and is an adjunct faculty member at Edgewood College. He recently retired following a 35-year career in education, including a decade as a school district superintendent.

• Wendy Hermening

  Executive Assistant

  Wendy is the firm's receptionist, and greets visitors to the office. She schedules most client appointments, and periodic and annual reviews. She is also responsible for coordinating the marketing efforts of the firm. She plans and organizes our public seminars, advertising programs, and client communications efforts.

• Sally Sorenson

  Administrative Assistant

  Sally has been with HFG for the past decade, and brings a lifetime of organization, systems support, and superior customer service to her role with the firm. She offers our staff wise counsel when things get dicey around the office, and always brings proper perspective to every situation. Sally will assist you with address changes, beneficiary designation changes, and is probably the one responsible for ensuring your paperwork gets out on time.