With over 25 years of professional experience, Terry believes that his background as a former business owner, corporate manager, financial analyst, and business consultant, has built the ideal foundation for his role as a wealth management investment professional. Terry’s clients range from professionals, business owners, retirees, and corporate retirement plans to the smallest unit of business, w
hich he believes to be the “family”. This is done through putting clients’ needs first, doing the right thing, and leading with exceptional ideas. This is achieved through a holistic goals based approach to wealth management. As each client’s priorities differ, so must their financial strategies. As an active member in his community, Terry values faith and family. As an Eagle Scout, with the Boy Scouts of America, Terry’s core values guide his approach throughout his personal and professional life. He has been married to his wife, Diane for over 20 years and has 3 children. Additionally Terry believes in giving back and is actively involved in his community and serves in various capacities therein. When not working, Terry enjoys the great outdoors, biking, hiking, kayaking, and spending time with family.
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