With over 7 years in the investment industry, Terry Brown has developed his knowledge and understanding of the economy and markets working for both large investment management firms and niche investment boutiques. He strives to provide tailored investment planning, retirement planning and generational planning strategies for individual and families while being thoughtful of tax challenges.

Terry has Midwest roots and earned his BS in Business Administration from the University of Nebraska. Terry and his wife, Dana, live in Scottsdale and have two daughters attending Horizon High School. They are involved in several sports and can be found on the golf course, a basketball gym or on a softball field.