Team photo

Welcome to the Web site for Dave Herring, a Wealth Management Advisor with the Northwestern Mutual. Dave Herring and his team support a variety of clients around Central Alabama as well as around the United States.

Dave Herring has a genuine interest in developing a professional, long-term, trusted relationship with his clients. By taking the time to get to know them, their business, their family, along with their hopes, dreams and their aspirations which motivate them, Dave Herring can develop a deep understanding of your vision of financial security. Creating this partnership with Dave Herring can enable you to navigate through important life decisions with sound choices and strategies.

As a member of the Network, Dave Herring has access to a team of experts to help customize effective solutions to meet the needs of each client. Dave specializes in work with business owners and professionals in the areas of risk management, through asset and income protection, retirement planning, investment services, as well as business continuation and succession planning. Let Dave Herring work with you to help you and your business secure your financial future.

Dave Herring holds a CLTC® certification

Dave Herring is "Certified in Long-Term Care" (CLTC) by The Corporation for Long-Term Care Certification. To find out more about "Certified in Long-Term Care" (CLTC), please visit The Corporation for Long-Term Care Certification.

Community Involvement

Dave Herring was recognized for his community involvement by receiving the Community Service Award, given by Northwestern Mutual of Alabama. This award was given for his involvement with:

  • The Boys and Girls Club of Central Alabama
  • Habitat for Humanity
  • World Changers

My Mission

Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time.

Dave A Herring, CPA, CFP®, CLTC®, CASL®, RICP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck