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About Us

The Rincon Financial Value Proposition

Our value is the confidence, clarity, and peace of mind that comes with having an adviser that fully understands you and your situation, and someone you can trust to help you make every decision related to a dollar sign.

The reason this is important is that over the years we've found that in almost every situation, when we first start working with potential new clients, they all have something in common.  Unfortunately that common trait is anxiety.  Anxiety of not knowing what their goals are, not knowing where they stand in relation to their goals, not knowing if they're worthy of an advisor, or just simply not knowing where to start.  It doesn't matter how old they are, it doesn't matter what they do for a living, it doesn't matter what they earn, or what their net worth is - they have some level of anxiety.  Our planning process relieves that anxiety and puts people in a good place financially, sometimes for the first time in their lives!

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to explore all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

A New Partnership November 2023

All good things come to an end, and that includes the career of Mary Ahearn.  Our goal with our partnership is to continue to add value and follow through on the promise to help all of our clients live the lives they want.  Our partnersip will add many more years to that promise while allowing Mary to soon take her own advice and enjoy the retirement she's worked so hard for.   

Client Centered

Mary Ahearn

Certified Financial Planner

Mary Ahearn is dedicated to helping you plan, protect, and live the retirement of your dreams. Our clients appreciate that she educates them about their options and customizes strategies to their unique goals and needs, that she explains complex financial concepts in simple terms they can understand, and that she helps them avoid the major financial risks in retirement.

David Hermann, CRPC, BFA

David Hermann, CRPC, BFA

I have been in the industry for 12 years serving in various roles throughout. I spent 15 years in industrial automation before making the move financial services in 2012 where I now hold the series, 6, 7, 63, 65 as a fiduciary advisor, and also the Chartered Retirement Planning Counselor and Behavioral Advisor designations. Whether it's been working with clients, or teaching other advisers, the focus has always been on financial planning and the value it brings to both parties.

My approach is to partner with clients through a financial planning process that leads to better lifestyles. By entering into relationships with a focus on client goals and the advice needed to achieve them, we are creating a better experience for our clients and ourselves, and delivering on an emotional value proposition not thought of before. This shift in mindset away from the focus on products is our mission and our clients' ultimate value. I equally enjoy helping clients gain peace of mind around their financial situations, and being an entrepreneur in building a sustainable business.

Ready to Start Living Your Dream?

A strong financial plan can help fight inflation, mitigate market risk, and provide the income you'll need throughout retirement. Let's get started.

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