Meet The Team
At The Hermann Financial Group, we place people at the heart of everything we do. Our mission is to deliver exceptional service and lasting relationships with clients across the nation.
Rooted in Orange County, our team brings together diverse experiences and perspectives that strengthen the work we do every day. We are proud to help individuals and families create meaningful financial futures, while giving back to the communities that shape us.
“We believe the best returns come from relationships built on trust.”
- The Hermann Financial Group
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Ira Hermann, CLU, ChFC
FOUNDER/ FINANCIAL ADVISOR
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Alicia Mckie
WEALTH MANAGEMENT
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Kaitlyn Dell CFP®
FINANCIAL ADVISOR
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Julia Patterson CFP®
FINANCIAL ADVISOR
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Chloe Pharris
CLIENT SERVICES
Additional Resources
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Chase Skistimas
FINANCIAL PLANNER
CAPSTONE PARTNERS
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Darren Chappell, CFA, CAIA, CIPM
CHIEF INVESTMENT OFFICER
CAPSTONE PARTNERS

