David is the founder and Chief Executive Officer of Herrmann & Cooke, Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in retirement planning, estate planning, portfolio management, risk management and insurance (CA Insurance License #0713662) and client service.

David served as vice chairman of the District Business Conduct Committee of the National Association of Securities Dealers (now FINRA) and is a member of the Financial Planning Association.

He co-authored Ways & Means which explores ways to increase the value of your retirement dollars as well as Strictly Business which dives into planning strategies for privately owned businesses.

David’s extensive community service has included serving on the boards of Shepherd’s Gate, the Concord Rotary Club, Child Assault Prevention of Contra Costa County, Inc. and Heartlight, Inc. He is a past president of the Tri-Valley Executives Association and served as a Trustee for the Concord Rotary Endowment Fund. He also served as an elder and a deacon at Community Presbyterian Church in Danville and currently serves as the chief financial officer for Micro Business Mentors.

David graduated from the California Army National Guard Officer Candidate School, California State University, Northridge and the College for Financial Planning.

Jason is president of Herrmann & Cooke, Inc. and a CERTIFIED FINANCIAL PLANNER™ professional.

Jason specializes in advising clients on strategic planning issues, including portfolio management and diversification, retirement planning, income tax strategies and estate planning. He also manages client service, new business development, investment research, reporting, trading and the firm’s technology services.

Jason’s professional career includes working for Bechtel Engineering and with GT Global Investment Services prior to joining our firm in 1995. Jason’s 20 years with the firm include nine years as a securities broker. He is a graduate of California State University, Long Beach.

Jason’s community service includes serving as an appointee to the City of Walnut Creek’s Blue Ribbon Task Force on Fiscal Health in 2011. He is a member of the East Bay chapter of the Financial Planning Association and is a past president of the Tri-Valley Executives Association.

Jason is a board member and treasurer for Lake Lakewood Association in Walnut Creek. He also serves as an Advisory Board member on the Walnut Festival Association, responsible for the festival’s annual Run for Education. Jason is an avid runner who coaches Saint Mary’s CYO cross-country team in the fall.

Kerry holds the designation of Chartered Financial Analyst®; she is a member of the CFA Institute and the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kerry leads the firm’s Investment Committee and specializes in portfolio analysis, retirement planning, asset allocation, investment policy development, investment research, client service and compliance.

She has over 30 years’ experience in financial services and more than 20 years at Herrmann & Cooke. Before joining Herrmann & Cooke, Kerry worked as a relationship manager for institutional fixed-income clients for the Investment Management Groups at both Wells Fargo Bank and Bank of America. She is a graduate of the University of California, Los Angeles.

A longtime resident of the San Ramon Valley, Kerry enjoys being involved in the community and has volunteered on various school, sports and church-related boards and committees over the years. She loves the outdoors and finds as many opportunities as possible to play competitive tennis.

Born and raised in the East Bay, Travis received his bachelor’s degree in business administration with a concentration in finance from Saint Mary’s College of California and is a CERTIFIED FINANCIAL PLANNER™ professional. He is part of Herrmann & Cooke’s advisor team and works with clients through the entire planning process.

When not in the office, Travis can be found exploring the beautiful East Bay hills on his bicycle or enjoying the many outdoor activities the Bay Area has to offer. Recently, he began volunteering and mentoring the junior cycling team, Tieni Duro, with the goal of getting as many kids on bikes as possible and teaching them how to become competitive athletes and high-performing young men and women.

Jane is passionate about helping people achieve their financial goals and life dreams.

Throughout her career Jane has worked to create successful partnerships and achieve solid results. She works with clients to build custom financial plans designed to attain their goals and dreams and to flex when life brings unexpected changes.

Jane Lang knows the importance of trusted counsel and preparing for the future. She brings a lifetime of strategy and partnership development in the business world to her work with clients who seek personalized financial planning and proven decision-making skills.

With both quantitative and qualitative expertise, Jane gets to know her clients’ financial and life goals. Her holistic approach to wealth management includes educating clients, helping them define their goals, and creating action plans  to bring their long-held aspirations to fruition.

Jane secured her MBA while working in the tech industry and devised the blueprint that would inform her life’s work: creating successful partnerships, establishing goals, and creating a strategy to achieve those goals. She transferred those skills into the wealth management domain. She now uses her extensive background in business development and strategic partnerships to build successful long-term relationships that, in turn, build wealth for her clients.

She loves the outdoors, and she and her family are most frequently found biking, hiking, skiing, swimming, and exploring the world. One of her special interests is working with young people to help them form the financial discipline and good habits that can help them achieve lifelong goals.

Julie was born and raised here in the San Francisco Bay area and currently resides in nearby San Ramon. She is married to her high school sweetheart, and they have one daughter.

Julie has been with Herrmann & Cooke since 2014. Prior to the finance industry, she worked in the property and building management field for over 20 years in human resources. Her knowledge, creativity and dynamic skill set are an asset to Herrmann & Cooke and our clients. She is also a notary and provides notary services to our clients.

Julie enjoys life with a positive outlook and a humorous side. She is the team mom for the local high school women’s water polo team that her daughter plays on. In her free time, she is out at car shows with her husband and their 66 Mustang, enjoying watching her daughter play water polo or just spending quality time with her family and friends.

Julie has an associate’s degree in liberal arts from Chabot Community College in Hayward, CA and also has a California Notary Certificate.

Nancy is a graduate of Indiana University with a Bachelor’s Degree in Psychology and a minor in business. Upon graduation she moved to California and began working in the field of psychology and mental health. After a few years, she wanted to try a different career path, and accepted a position at a brokerage firm. She has worked for 20 years in many aspects of brokerage administration, including supporting an institutional trading desk at Alpha Management. Her main focus is on effectively communicating with clients to reduce stress and guide the process. Before coming to Herrmann & Cooke she worked for a local Certified Financial Planner (CFP) for several years.

She has two children and lives with her husband in Dublin. They share a love of travel and recently returned from Israel and Jordan. They are seeing the United States by visiting every major league baseball park, so far they have 16 down 14 to go. Through her travels she has met wonderful people and enjoys hearing their journeys. She started doing hot yoga about 6 years ago and became a devoted student. The practice has changed her by bringing a balance and focus to everyday life.

Janet Christiansen has worked for Herrmann & Cooke since 2004. Her role as an administrative assistant supports the needs of our clients and office personnel. Prior to joining Herrmann & Cooke, she worked as a training coordinator for Silicon Graphics, where she coordinated on-site hardware and software training for clients around the world.

Janet is a second-generation Californian who grew up in Redwood City and currently lives in Dublin. She has volunteered as a member of Tri-Valley Animal Rescue, serving as the coordinator for the cat and dog neuter/spay discount program.

She enjoys working out, gardening, sewing, playing with her two grandchildren, hiking in foreign countries, reading and watching major league sports.

Janet has an associate’s degree in general education from San Mateo Junior College and has taken other college courses to further her education.

Roy provides analytical support at Herrmann & Cooke, improving the firm’s research efforts and portfolio management strategies. He also oversees our compliance program to ensure our company adheres to legal standards and in-house policies. Before his current position, Roy was a Trade Operation Associate at Herrmann & Cooke and was responsible for various portfolio management activities and projects.

Roy has a bachelor’s degree in business administration with honors in financial services along with two minors in both economics and mathematics from St. Mary’s College of California.

Outside of the office, Roy enjoys running, traveling and eating good food.

Sophie-Anne is the lead of the daily trade execution including; investing deposits and covering cash flows.  She manages all major portfolio trading and works to rebalance the accounts, target changes and calculate the Required Minimum Distributions.  Additionally, she is responsible for the firm’s quarterly billing with the major portfolio custodians and is the single point of contact for all trade-related technical issues.

Some may refer to her as Miss International.  Sophie-Anne has lived in 9 different countries, speaks 4 different languages and received a degree in 3 countries.  Before her role with Herrmann & Cooke she worked as a Crude Oil Trader with Vitol for 13 years during her international travels.

Unlike some with such an academic background she has a fun and outgoing personality. Having grown up in the Swiss Alps she loves the outdoors that include any activity the mountains can provide. In addition to a love for all things outdoors, she is a yoga instructor and a big fan of fine arts (which she includes fine dining).