Tim Hermann, CFP®, CExP™

Client Service Associate:
Kate ThomasMarjorie CherryNoy Sundara

Tim Hermann, CFP®, CExP™

Senior Wealth Advisor

For the past twenty years, Tim has been guiding clients and families through a comprehensive financial planning process. He is a Senior Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. Tim also holds the Certified Exit Planner designation, where he helps business owners strategize the best way to transition or sell their business as they approach retirement. Tim grew up in the suburbs of Philadelphia and attended Cornell University, where he played college football. Before joining ACM, Tim spent 14 years as a Vice President and Senior Wealth Advisor at Roosevelt Investments, leading the financial planning efforts at the firm.

Tim resides in Westchester County, NY, with his wife and three children. In his free time, you will likely find him coaching one of his kids’ sports teams or rooting for all Philadelphia sports teams.

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