Terry Herron
Terry founded New Frontier Financial in 2002 and New Frontier Financial Advisory, LLC in 2012. He specializes in educating prudent, mature investors on the issues they face prior to and during their retirement years, and the options to grow, preserve and transfer their estate, while legally minimizing or avoiding taxes. These additional concepts can help you add more confidence to your overall financial plan.
Please contact Terry’s office about his next speaking engagement.
Terry founded New Frontier Financial in 2002 and New Frontier Financial Advisory, LLC in 2012. He specializes in educating prudent, mature investors on the issues they face prior to and during their retirement years, and the options to grow, preserve and transfer their estate, while legally minimizing or avoiding taxes. These additional concepts can help you add more confidence to your overall financial plan.
Please contact Terry’s office about his next speaking engagement.
Lara Herron
Lara recently joined New Frontier Wealth Management in an operations role. She is a results-oriented professional with years of experience in the Telecom Unified Communications space, specializing in customer support. Lara has a proven track record of delivering quality results and ensuring customer satisfaction, with an innate ability to learn quickly, resolve conflicts, and solve problems effectively.
Lara excels in building rapport with customers and clients and has a superior understanding of process improvement. She holds a Bachelor’s degree in Speech Communications with a minor in Business from Texas State University.
Outside of work, Lara enjoys traveling, exercising, and spending time with family, pets and friends. She looks forward to bringing her extensive experience and dedication to New Frontier Wealth Management.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN,
CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.