Team

Terry May, CLU

Chartered Financial Consultant | General Securities Principal

937.548.5035

937.547.0948

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,...

Wayne Fourman

Financial Advisor

937.548.5035

937.547.0948

wayne.fourman@cfdinvestments.com

As a Financial Advisor, I believe that working together we can do more than working alone. Together we can protect investments from economic turbulence, build future income, and integrate Social Security with retirement income and...

Douglas Shields, LUTCF

Financial Advisor

937.548.5035

937.547.0948

douglas.shields@cfdinvestments.com

Doug began his career in the Life and Health insurance field in January 1990. In July of 1992, he attained his Securities License. Doug received his LUTCF designation in April 1994. He has gained over 10 years experience in this...

Jeffrey A. Hall

Insurance Advisor

260.729.5200

260.729.5230

mfghall@embarqmail.com

Jeff started in the insurance business in February of 1991 as a part time agent. He became full time with May Financial Group of Greenville, Ohio in the summer of 1998. In January 1999, May Financial Group opened an office in Jeff's...

Trent May, ChFC

Financial Advisor

937-548-5035

937-547-0948

trent.may@cfdinvestments.com

Since Trent came into the business in 2006, he has been determined to serve clients with their financial needs. Trent specializes in breaking things down for the individual, not the agenda of some big firm. Everything with Trent will...

Jane Ann May

Adminstrative Assistant

937.548.5035

937.547.0948

Jane Ann provides office support on a regular basis and assists in the accounting duties of May Financial Group. Jane Ann has been a helpmate to Terry for 30 years.

Gary Cloyd

Shayla Daugherty

Administrative Assistant