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Mentor Office

7464 Center St., Mentor, OH 44060

We are a dedicated team of professionals with a broad range of experience dedicated to providing support, knowledge, and informed direction to each and every client we serve.


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Or, use the following link to schedule a meeting with Kim Hersman, ChFC®:

Kim Hersman, ChFC® Scheduling Link


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Kim's Blog




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Kim Hersman, ChFC®

Senior Partner

Kim Hersman, ChFC ®

Kim Hellerman-Hersman, ChFC ®

Kim is a Senior Partner at HB Wealth Advisors. For over 20 years, she has worked closely with her clients to develop customized financial strategies that include investment and financial management as well as college and retirement planning. Kim has helped her clients reach these goals by using a comprehensive approach of protecting assets, managing tax exposure, and evaluating their overall financial well-being.

Kim also provides businesses with retirement plan analysis, design, implementation and monitoring of ERISA and non-ERISA retirement plans, including 401(k), 403(b), Simple IRA and Simplified Employee Pension (SEP) plans. Kim is an Investment Advisor Representative and currently holds Series 7, 6, 63 and 65 securities registrations as well as life, accident, variable annuity and health insurance licenses.

  • Chartered Financial Consultant®, The American College of Financial Services
  • Member of the Financial Services Institute
  • Associate of Applied Business, Lakeland Community College

(440) 974-9300

kim.hellerman-hersman@concoursepro.com


“I am committed to building and maintaining long-term relationships based on honesty, integrity and respect. I value every relationship and the confidence you have entrusted me with.”


Please be advised that, presently, Kim Hellerman-Hersman holds Series 6, 7, 63 and 65 licenses in OH, AZ, CA, CO, FL, GA, IL, MA, MI, NC, NY, PA, TN, TX, VA, and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Kim Hellerman-Hersman before proceeding further.

Megan Bushnell Photo
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Megan Bushnell

Client Relations Specialist to Kim Hersman

Megan holds Business Administration and Communication Arts degrees from Oral Roberts University.  Joining the team in 2005, Megan assists with client portfolio illustrations and paperwork processing.  Megan is also responsible for securing and assembling client illustrations and proposals for life, disability and long-term care insurance products.  She helps maintain client relationships and provides excellent customer service to all the clients she serves.  Megan holds an Ohio Health and Life Insurance License and is also a Notary Public.

(440) 974-9300

 megan.bushnell@concoursepro.com

Bryan Fox Photo
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Bryan Fox

Client Services Associate to Kim Hersman

Bryan holds a Bachelor's Degree from Cleveland State University in science and education as well as a Master's Degree from California University of Pennsylvania in the same field.  Joining the team in 2018, Bryan assists Kim with the development of comprehensive financial plans, portfolio research and construction.  He also prepares client documents and correspondence, monitors client account activity, performs research and resolves issues as well as supports client meeting preparation and assists clients with their questions or concerns. Bryan holds an Ohio Health and Life Insurance License and is currently actively studying for the series 7 and 66 licenses.

(440) 974-9300

bryan.fox@concoursepro.com

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