Impact Wealth Management
Dave Herring
Wealth Management Advisor|CPA, CFP®, CLTC®
Get to know my Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Allison Cook
Director of Financial Planning
Allison Cook has been with Northwestern Mutual since 2006 in multiple different capacities. She has a Bachelor’s degree in Finance and holds her Series 6, 7, 9, 10, 63 and 66 Investment licenses as well as the Alabama Insurance Life and Health license. Allison has two children – Blakely and Jaxon.
As the Director of Financial Planning her primary focus is building client’s Financial Plans as well as Managing the Investment Operations functions in our office.
How can Allison help you?
- Opening & servicing of annuities.
- Processing contributions and withdrawals from non-qualified and qualified accounts.
- Executing trades to buy & sell mutual funds, ETFs, and general securities.
Jamie R Woodruff
Director of Client Relations
Jamie joined Impact Wealth Management in 2013. She is primarily responsible for new and existing client service as well as coordinating client events. She holds a Life and Health Insurance license in Alabama and Georgia. Jamie also manages the Firm’s calendar.
Jamie is a graduate of the University of Alabama at Birmingham. She and her husband have two children, Zachary and Olivia.
How can Jamie help you?
- Scheduling appointments with Dave
- Helping new clients with onboarding/underwriting
- Assisting client requests such as:
- Processing loans
- All policy/beneficiary changes
- Claims facilitation/assistance
About Me
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 and his wife reside in Lincoln, Alabama on a working cattle farm.
He has two daughters, two grandchildren, and enjoys tennis, golf, travel, and music.
Professional
After nine years of public accounting experience, and working for a regional bank holding company as a trust officer, Dave Herring decided to choose a career path that offered him flexibility and an opportunity to grow beyond the boundaries that had previously been in place before him.
Currently, as a Wealth Management Advisor, his experience in both accounting and trust planning have given Dave Herring a very unique perspective when planning for his clients. Retirement Income Planning, Estate Planning, and Business Transition are areas of expertise for Dave and his team. He is also the Long Term Care Specialist in his agency.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
An Afternoon of Praise
Since the inception of An Afternoon of Praise in 2013, we have experienced the privilege of seeing the lives of people change through our involvement with these great community charities. Afternoon of Praise was created by Dave and Susannah Herring to have an impact in our community using music as a tool. In addition to the music, we raise both awareness and financial resources for organizations in our community which serve low-income families with resources and support. Often, the disconnect with the community is how others can get involved in helping organizations like these. Through music, An Afternoon of Praise brings a heightened awareness to these organizations and their impact on the greater community.
Red Door Kitchen
Organizations like The Red Door Kitchen do significant work with very limited resources. The bulk of the work, except for the cooks, is done by volunteers who provide their own vehicles to deliver meals at their own expense. The Red Door Kitchen serves over 34,000 meals per year. The annual budget of the Red Door Kitchen for 2022 is $60,000.
The Samaritan House
The Samaritan House serves low-income families with canned and staple goods. Additionally, they help provide clothing, utility bill assistance, and help with individual medication bills. The Samaritan House serves approximately 93 families on average per month, with an overall annual budget for 2022 of $75,000. It is an honor to help serve those less fortunate, and to raise awareness of how other people can be involved in these extraordinary organizations. Afternoon of Praise has been a terrific tool for us to use to increase this awareness, and to also provide additional financial support to these organizations.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
