Brian Hermes is dedicated to understanding each client’s unique goals and developing personalized financial and tax strategies that help them feel confident, informed, and supported throughout the planning process. He believes successful financial planning begins with listening carefully to clients and creating tailored solutions that align with both their current needs and long-term objectives.
Brian graduated from the University of Wisconsin-Stevens Point with dual degrees in Accounting and Finance. He also holds FINRA Series 7 and Series 66 securities registrations, along with Life and Health Insurance certifications.
He began his financial career in 1991 as an accountant in the real estate industry. Over the next 17 years, Brian gained extensive experience across the service, construction, and manufacturing industries, serving in roles such as Cost Accountant, Lead Accountant, and Controller. His responsibilities included account and variance analysis, payroll management, financial statement review, and leading shared-value initiatives.
Brian joined TMS Financial in August 2018 as an Investment Assistant. After completing his securities and insurance licensing, his role evolved into helping clients develop comprehensive investment and tax strategies designed to support their financial goals while minimizing tax exposure. As a fiduciary, Brian takes a holistic approach to financial planning and is committed to guiding clients with integrity and personalized care.
Outside of work, Brian enjoys spending time with his wife, Lisa, taking walks with their dog, and grilling over the fire pit. He also enjoys participating in sports, spending time up north, and cheering on Wisconsin sports teams.