Our Team - May Financial Group: Portfolio & Retirement Strategies

Terry May, CLU

Chartered Financial Consultant | General Securities Principal

(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...

Trent May, ChFC

Financial Advisor

(937) 548-5035

(937) 547-0948

trent.may@cfdinvestments.com

I create personalized financial roadmaps and offer investment management for high-income professionals seeking to reduce anxiety and achieve work-optional status.

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