Kristin Herman
Wealth Management Advisor|CFP®, CLU®, ChFC®
Living by Design
Professional
In the world of wealth management, there is a lingering misconception about what financial advisors are and do. Many feel that financial advisors are only out to collect a fee or to transact a result. They believe that transparency is the last thought of the financial advisor, and as a result, strategy and education go by the wayside.
The people who work with Kristin don't want to simply make a transaction. They want someone to understand and counsel them at a deep level by clarifying and aligning their intentions and actions so that they can know what is meaningful in their lives will also be measurable. This helps them pursue ‘Wholehearted Wealth’ through ‘Living by Design’ and achieve financial freedom, confidence, and peace of mind.
Amazing individuals all over the country work with Kristin's team to create a legacy of wealth that matches their passions and joy—and they do it by creating clarity, confidence, and security. In their journey with her team, their courageous vulnerability helps them pursue ease in their financial paths, becoming empowered and equipped to pursue their own wholehearted lives. As they create meaningful change in their finances, they experience a peace they never really knew was possible.
When you feel empowered, wholehearted, and cared for, the world is your oyster.
That's why Kristin’s team exists. She wants you to know that even when your head hits the pillow at night, you're empowered, wholehearted, and cared for on a level of confidence and peace that you can count on in any market or in any stage of life.
Years of Experience
Advocating on behalf of others while partnering with Northwestern Mutual since 2009
Education
The American College of Financial Services - CFP®, CLU®, ChFC®
Bachelor of Arts in Business Management and Marketing from Taylor University
Personal
Married to her best friend and mama to three of their greatest delights, Kristin is passionate and wholehearted.
She’s a coffee and tennis enthusiast, although at this stage in her life, her free time is mostly filled with cuddling with her kids, competing in a hard-core game of Uno (and other games with the kids), and cultivating beautiful, joy-filled experiences with her family and friends.

Here are my areas of expertise
Retirement Planning & Income Strategies
Financial Planning
Investment Planning & Strategies
Business Planning
Advisory Services
Insurance Protection Strategies
Education Planning & Funding
Charitable Planning
Lending a hand in my community.
With generosity as a core value, Kristin and her team are passionate about stewarding their time and treasure by strategically partnering with the following organizations to make an impact far beyond themselves.
Alex's Lemonade Stand
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
