Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs, TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.
We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm we offer unbiased advice and products tailored to your unique situation and are always available to you.
Bill Herr is the Founder and Director of Investment for Trader Wealth Management, LLC. Bill is a Certified Public Accountant, a Certified Financial Planner™ practitioner and a membership interest holder at the Chicago Board of Trade. He has been an active options trader at the CBOT for 18 years and has over 23 years of broad-based financial, investing and tax planning experience that includes three years in the financial services division with the accounting firm of KPMG Peat Marwick.
Bill is a former associate and founding partner of Herr Capital Management where he specialized in providing portfolio allocation and management, among other financial services, for high net-worth individuals.
Prior to co-creating Herr CapitalManagement, LLC, Bill spent ten years as an independent tax and financial consultant for Chicago Financial Exchange members and member firms. He has focused on implementing a multi-strategy investment approach which provides for superior,
risk-adjusted, after-tax investment returns in the long term while reducing volatility and loss of capital in the short term. Bill's expertise in risk management has been the cornerstone of the success in both his investment decisions for clients and his personal options trading.
Bill has shared this broad based experience on various media outlets, including CBS television, Boomer Market Advisor, and the prestigious Journal of Financial Planning.
Bill graduated, cum laude, from the University of Notre Dame with a degree in Accounting. He continued his education by completing financial-related curriculum at the University of Chicago Graduate School of Business, DePaul University's Master of Tax Science Program and the College of Financial Planning.
Bill currently lives in Lake Barrington, IL with his wife, Shelly Herr and two children, Justin and Michayla.
Terry Burke, Chief Operating Officer brings a wealth of experience in the option trading and technology fields and will put his talent to work to integrate our platforms and offer enhanced, timely service to our clients.
Terry has been an active option trader and offers 15 years of experience trading equity, commodity and interest rates options at the CBOT, CME and CBOE. Terry also brings startup and technology experience as Chief Operating Officer at IOCOM, a software development company, where he led cross functional teams in software development, customer support, accounting and operations. Terry is the co-inventor of two US patents on data analysis comparing PSTN to VoIP traffic flows.
Terry graduated, magna cum laude, from the University of Illinois at Urban-Champaign with a Bachelor of Science degree in Finance. He currently lives in Evergreen Park, IL with his wife Kelly and their three children Emily, Jack and Caroline.
Independent - Trustworthy - Diligent - Comprehensive
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604
312.697.2950 | Phone
firstname.lastname@example.org | Email
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