Terrence Herr, CFP®, CLU
Terry provides dependable options and guidance in the implementation of financial and investment plans. He will help you define and prioritize what is most important then collaborate with you to nurture your financial and personal goals so that you can live a life of prosperity.
Terry is a CERTIFIED FINANCIAL PLANNER™ and has spent the last 21 years helping clients protect, preserve and growth their wealth. Terry earned a Bachelor’s degree from Loyola University Chicago; obtained Charter Life Underwriter "CLU" professional designations; and has served as an adjunct faculty member at both DePaul and Northwestern Universities. Terry has an established local and national media presence. He has been seen on: NBC, FOX, CBS, WGN, Crain’s Chicago Business, Chicago Tribune, Journal of Financial Planning, The Los Angeles Times, Boomer Market Advisor (cover), The National Underwriter. Terry has also presented at several industry conferences.
Terry’s roots date back to 1903 when his Great-grandfather founded the Citizens Bank of Chatsworth. Over 110 years later the bank has lead to 6 generations of bankers, 3 generations of lawyers and the creation of Herr Capital Management, LLC. Terry prides himself on continuing the family centered legacy of providing trusted financial services.
Terry is family centric, enjoys cooking and travel. He has traveled to 13 countries. He is an avid backpacker, mountain climber and outdoor adventure seeker. He has hiked over 350 miles below the rim of the Grand Canyon. He has successfully summited 7% of Colorado's 14,000 foot peaks, including a solo ascent of the tallest peak in the Rocky Mountain range. He has also hiked parts of the Appalachian Trail, Anza Borrego Desert, Death Valley as well as various areas of California, Colorado, Arizona and Nevada.