Kim Hellerman-Hersman

Kim Hellerman-Hersman is a Senior Partner at HB Wealth Advisors LLC in Mentor, OH, where she leads client relationship management and oversees comprehensive financial planning and investment advisory services. With a practice spanning more than 25 years, she specializes in tailored wealth management and is recognized for her personalized approach to financial guidance.

Her expertise covers a broad range of asset classes, including retirement planning solutions, portfolio diversification strategies, and financial planning for individuals and families. Kim serves as a Financial Advisor at Harbor Financial Advisors LLC and maintains her role as an Investment Advisor Representative at ProEquities, Inc., reflecting her deep experience in both independent advisory and broker-dealer environments.

Kim holds the Chartered Financial Consultant (ChFC) designation, indicating advanced knowledge in financial planning and advisory. Throughout her career, she has been dedicated to helping clients achieve long-term financial stability and has become a trusted advisor in her community, placing a strong focus on retirement planning, wealth preservation, and multi-generational asset management.