Leslie Herr Email & Phone Number

Barrington, Illinois

I help families gain control over their money with financial coaching.

Chicago, Illinois

Support individuals and families by developing comprehensive strategies that help address the areas of Wealth Accumulation, Retirement Funding, Estate Conservation and Family Protection.Serve the unique needs of business owners in the areas of Business Continuation, Key Employee Retention and Recruitment, and Debt Risk Management. Design and implement Tax Quailfied Retirement Plans, Executive Benefits and Employee Benefit Programs.

Palatine, Il

Specialize in foreclosures within the greater Chicago area. Distinguished myself by meticulously managing the details of many complex transactions simultaneously, going the extra mile to take care of the customer, and by closing many more short sales than anyone else in the office. Helped buyers find the home of their dreams.

Chicago, Il

Houston, Texas

As a Registered Investment Advisor, I worked on a fee basis to ensure that clients received unbiased opinions. I structured investment advice with the big picture in mind, I developed expertise in the divorce arena, creating and presenting a class for women in divorce, to help them make informed decisions, in both collaborative and contested divorce cases.Received many referrals and often continued the advisor relationship after settlement.

Houston, Texas

Acted as a Coach, Advisor, Teacher and Mentor with individuals to create a life financial plan by helping them make clear conscious decision about their future. Advised individuals going through the divorce process to create or analyze settlement proposals to protect their interests.