Terry entered the Financial Planning business in 1976. He became a CLU in 1985 and completed the Chartered Financial Consultant designation in 1988.
Currently, he consults with clients in Ohio, Indiana, Wisconsin, Texas, Missouri, Georgia, South Carolina, Illinois, and Florida.
Terry has gained his knowledge not only through educational means, but also through years of solid business experience. Since entering the Financial Planning business he has furthered his education in the areas of Investment Planning, Estate Planning, Retirement Planning, Cash Management, Economics, Employee Benefits, and Pension Planning.
Through consistent effort and a reputation for putting the client first he has built a substantial practice. New clients usually get to know Terry by referral from current clients. In addition, several Certified Public Accounts and attorneys refer their clients to Terry for Financial Planning advise.