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Team

Professional, courteous, and independent on your behalf

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. Independence means that the practitioners are the owners of the organization. This fact alone allows the professionals to serve only one master - the client - and conduct business as objective as possible.

Take a look at our profiles below to learn more about our advisors’ and staff professional experience, then when we meet you can get to know us.

 

Kevin J. Hermening, CFP®, CWS®

CEO, Wealth Advisor

(715) 842-1916

(866) 219-1721

kevinh@hermeningfinancialgroup.com

Since 1989, 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.

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George Hoffman, CFP®, CWS®, AIF®

Wealth Advisor

(715) 842-1916

(866) 219-1721

ghoffman@hermeningfinancialgroup.com

George earned his CFP® designation from the College for Financial Planning in Denver in 2003. He regularly pursues ongoing education to advance his knowledge and expertise for his client’s benefit.

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Carl Kluz

Wealth Advisor

715-842-1916

866-219-1721

carl@hermeningfinancialgroup.com

Carl has held insurance licensing in Wisconsin since 2005.  In addition to Wisconsin, he’s securities and insurance licensed in Texas and Florida.  His securities licenses include the Series 7, 26, 63 and 65.

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Dennis McCarville, CLU®, CWS®

Wealth Advisor

(715) 423-7990

(866) 219-1721

dmccarville@hermeningfinancialgroup.com

Dennis joined HFG in February of 2010 for two reasons. First, the focus at HFG is financial planning independent of product providers. Second, they take on a team approach with quality service and advice being the number one goal.

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Ron Kresel

Wealth Advisor

(715) 834-2696

(866) 219-1721

rkresel@hermeningfinancialgroup.com

Ron has been working in the financial services industry since 1990 and is a graduate of Minot State University, Minot, ND, with a bachelor's degree in business administration.

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Justin Sitte

Vice President, Client Services

(715) 842-1916

(866) 219-1721

justins@hermeningfinancialgroup.com

Justin is responsible for the client service department. He ensures that our clients’ paperwork is properly submitted, and routinely tracks investment portfolio balances and any changes to client accounts.

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Renee Radtke

Associate Wealth Manager

(715) 842-1916

(866) 219-1721

renee@hermeningfinancialgroup.com

Renee has worked in the financial industry since 2007 and joined HFG in March of 2014. Her duties include assisting with client meetings and working closely with Justin Sitte to implement client action plans.

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Ron Leptien

Assistant Wealth Manager

(715) 842-1916

(866) 219-1721

ron@hermeningfinancialgroup.com

Ron works as an assistant with our advisors and his duties include creating financial plans and implementing action items while assisting in client meetings. Ron has obtained securities and Wisconsin insurance licenses.

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Dawn Welnicke

Wealth Manager Assistant

(920) 686-1100

(866) 219-1721

dawn@hermeningfinancialgroup.com

Dawn has extensive financial industry experience working with clients. She accompanies Kevin in client meetings and is also part of our Client Services team working closely with both Kevin and Justin Sitte to meet the needs of our clients.

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Chris Leggett

Client Services Specialist

(715) 842-1916

(866) 219-1721

chris@hermeningfinancialgroup.com

Chris works with Justin Sitte and Dawn Welnicke in our Client Services area and is responsible for supporting our advisors to meet the needs of our clients.

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Kimberly Payne

Vice President, Operations & Compliance

(715) 842-1916

(866) 219-1721

kimpayne@hermeningfinancialgroup.com

Kim is responsible for the internal operations of the HFG offices as well as the oversight of the affiliated offices to which HFG provides supervision. She is also the Chief Compliance Officer for Hermening Advisory Services.

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Bryon Graff

Marketing Director

(715) 842-1916

(866) 219-1721

bryongraff@hermeningfinancialgroup.com

Bryon provides public relations within the HFG group communities through client appreciation activities, employee educational events, media contacts and social media.

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Wendy Hermening

Director of First Impressions

(715) 842-1916

(866) 219-1721

wendyh@hermeningfinancialgroup.com

Wendy greets our guests with a smile when they visit our Wausau office and makes them feel at home. She answers and directs phone calls, and coordinates meetings for clients, business partners and employees. 

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Geralyn Parrish

Executive Assistant

(920) 686-1100

(866) 219-1721

gerrie@hermeningfinancialgroup.com

Gerrie is responsible for scheduling appointments, client communications and overall staff support.

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Terri Jensen

Executive Assistant

(715) 544-4210

(866) 219-1721

terri@hermeningfinancialgroup.com

Terri works closely with Kim Payne on the details of the day-to-day operations of HFG. She is a licensed Wisconsin Notary Public. 

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