Curtis Hermann, CFP, ADPA, CSRIC™

First Vice President - Investment Officer, Financial Advisor

Mindful Stewardship

Mindful Stewardship - Integrating your values, vision and wealth.


Mindful stewardship is about having a plan tailored to reflect your life’s goals beyond just your finances. My stewardship approach brings the structure, process and ongoing oversight to identify what is important to you, implement a plan to realize your life’s aspirations and create your legacy for future generations.

My philosophy

The foundation of my approach grew from my upbringing on the family farm in Northern Idaho where I was the 4th generation to farm land my great grandfather homesteaded in 1878.   I was raised with an appreciation for the land and the inherent responsibility to make sure the farm ground was productive long after I was gone.

Doing what is right, not what is easy

It was during my upbringing on the farm that I learned about doing what is right, not what is easy, things like:
  • Take a long-term perspective 
  • Respect the natural process 
  • Nothing in life is certain
  • Helping others
These lessons are the basis for many of the principles that guide my personal and professional life.

Contact Me to Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.