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Jeffrey K. Herr

Herr-Jeff

Jeff began his career in the financial services industry in 1989 working in the public accounting arena.  Prior to entering the trust industry, he was the director of financial planning at a local financial planning and investment management firm.  Jeff originally joined The Trust Company of Lehigh Valley in May, 1998 and during his tenure was promoted to Executive Vice President/Chief Financial Officer and Principal.  Upon National Penn’s acquisition of KNBT he assumed the role of Corporate Services Manager for

National Penn Investors Trust Company.  He brings a strong background in individual income taxation and retirement plans, as well as financial and estate planning expertise.  Jeff manages our retirement plan business and provides financial planning services to our clients.

Jeff graduated from Messiah College with a Bachelor of Science degree 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 (PICPA) and the Estate Planning Council of the Lehigh Valley.  He currently serves on the Board of Directors of the Estate Planning Council of the Lehigh Valley and on the Professional Ethics Committee of the PICPA.  He is a past-president of the Lehigh Valley Chapter of the PICPA and past-treasurer of Locust Valley Chapel in Coopersburg PA. 


Phone: 610.530.6821 Fax: 610.759.3144
Address: Allentown, PA

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