Keith Herman

Keith began his financial services career in 1983 as President of Aabco Trading, Inc. and as an independent trader on the Philadelphia Stock Exchange (PHLX). His 21-year career with PHLX included ownership of multiple “seats” with rights to trade equities, options, and currencies. He weathered many financial ups and downs, including the Crash of '87, the roar of the 90's, the 2000 tech meltdown, and the closing of the markets during the trading day of September 11, 2001. From 2004 to 2013, he served as Investment Counsel for Financial Planning Associates, LLC. From 2013 to 2015, he was a Registered Principal with J.P. Turner & Company, which merged with Summit Brokerage in 2015. Currently he is a Registered Principal with United Planners.

An alumnus of both the University of Tennessee and Rutgers University, Keith holds the CWS ®, AIF ®, and BFA ® designations; Series 7 (General Securities), 66 (Registered Investment Advisor Representative and Blue Sky), 24 (General Securities Principal), and 4 (Registered Option Principal) securities registrations; and Life and Health Insurance licenses for the states of New Jersey and Pennsylvania.

Keith was appointed to the PHLX Disciplinary Review Committee and was one of approximately fifty independent traders registered on all national exchanges. He has served on the Cherry Hill Board of Education (BOE), including two terms as President. In that role, he led the Board to achieve Registered Board Certification through continuing education. He served as Secretary of Camden County School Boards Association and was selected to the Legislative Committee representing Camden County by the New Jersey School Boards Association (NJSBA). Keith was appointed by the NJSBA President to serve as Director of the NJSBA Insurance Group, and through additional continuing education and testing, earned the designation of Master Board Member. He is the past Chairman of the Cherry Hill Education Foundation and served an appointment as a public member of attorney regulatory system to the local District Fee Arbitration Committee for the Office of Attorney Ethics of the Supreme Court of New Jersey from September 1, 2011, to January 31, 2014. Keith also served on the Board of a Continuing Care Retirement Community from 2013 to 2021, chairing committees and serving two terms as President.

Keith is currently an empty nester, enjoying time with his wife of 45 years, Bonnie, his three children, and multiple grandchildren. He also continues cycling and, in 2025, completed his first 100-mile charity ride.