The son of a Kentucky Colonel, and now a Kentucky Colonel himself, Terry is originally from the Cincinnati area. Upon graduating, he began a successful career in retail management. Working for some of the largest companies in their respective fields, Terry was forced to relocate frequently throughout multiple states. One of the many moves brought him back to the Cincinnati area in 2007. He began his professional career in financial services in 2010 and obtained a securities license in 2017. Since working in financial services, he has led productive teams within 2 different leading companies in the industry. He has held a number of positions from being an individual producer to being recognized as the top unit supervisor of the year for the last 2 years in his previous role. Terry considered himself to be a fiduciary, acting only in his clients’ best interest, long before it became an industry standard. He is meticulous in finding solutions that meet the needs of both his clients and their families, for today and for tomorrow.
