With 25+ years of experience in financial services, Mary Ann Herrmann has served as an Officer and Business Financial Specialist with Wachovia Bank (now known as Wells Fargo); AXA Advisors, LLC; Manager of Financial Services at Prudential, and currently on the advisory team of Kaufmann & Associates, LLC.
Mary Ann focuses her financial advisory practice on closely held businesses and business owners in all aspects of their business cycle, as well as individuals preparing for retirement. Ms. Herrmann offers financial services in the areas of business planning strategies & succession, retirement income planning strategies, insurance consulting, and money management.
Mary Ann enjoys spending time with her son and 3 grandchildren. She is active in her community lending time & support to Wounded Warriors and Habitat for Humanity.