Terry provides clients with comprehensive financial planning and focuses on retirement planning, estate planning, and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™. Prior to beginning his financial planning career, Terry was an engineer, manager, and executive for more than 30 years with international and local companies. He holds Bachelor of Science and Master of Science degrees in Engineering from Ohio State University and Master of Business Administration degree from Bowling Green State University. Terry resides in Florida with his wife, Karlyn. Together, they enjoy traveling and spending time with their son’s active family.
Terry is licensed as an investment advisor representative of Osaic Wealth. To see a list of states where Terry is licensed, please see his BrokerCheck® by FINRA profile by clicking here.