Jeffrey K. Herr
Senior Vice President
Financial Planning &
Retirement Plans
Jeffrey K. Herr has over 17 years experience in the financial services industry. Most recently he was the Director of Financial Planning at a local financial planning and investment management firm. He joined The Trust Company of Lehigh Valley in May, 1998 as Vice President and Trust Officer. In April 2000, he was promoted to Sr. Vice President and Principal. He has a strong background in individual income taxation as well as financial and estate planning and provides tax and retirement planning services to our clients. Mr. Herr graduated from Messiah College with a B.S. in Accounting. He is also a graduate of the College for Financial Planning. He is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial PlannerTM practitioner. His professional memberships include the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the Estate Planning Council of the Lehigh Valley. Mr. Herr formerly served on the Board of Directors of Historic Bethlehem, Inc. and Estate Planning Council of the Lehigh Valley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.