Steven Herrmann - ChFC^®, CFP^®

Financial Services Representative
Financial Planner

Phone: (773)864-8760
Fax: (773)380-9701
E-mail: sherrmann@rfg-chicago.nef.com

          With over twenty years experience in financial services, Steve is committed to helping clients achieve their financial goals. Rabjohns Financial Group, a general agency of New England Life Insurance Company, is an organization built on a strong foundation of exceptional service. With access to the knowledge of the firm’s financial representatives and talented associates, Steve utilizes his personal and professional resources as he offers a high quality approach to helping clients find solutions to managing their financial transitions.

          Steve’s broad-based experience includes five years with MetLife where, as Vice President of Financial Planning and Institutional Services, he developed a financial advisory program serving more than 200,000 employees nationwide through a network of financial planners. Prior to working at MetLife, Steve started his Financial Planning Practice with American Express in Barrington from 1987 to 1995, leading 25 Financial Advisors to help their clients achieve investment and risk management needs. After 12 years in corporate roles, Steve returns to Chicago as Investment Specialist of New England Securities, using extensive investment experience in individual securities, mutual funds, and alternative investments to assist many Rabjohns Financial Group Representatives in providing investment advice to their clients.

          A recognized leader in Financial Advice, Financial Education in the Workplace, and Employee & Executive Benefits, Steve served as a committee member of the U.S. Department of Labor’s Retirement Savings Education Campaign under the Secretary of Labor, is a charter member of the American Savings Education Council, a co-founder of the National Institute for Personal Finance Employee Education at Virginia Tech University, a member of the Financial Planning Association, and recipient of the 2010 FIVE STAR Wealth Manager Award.

          Steve and Rita, his wife of 20 years, have three children.