For more than 12 years, Terry has helped individuals and families navigate the complexities of investing and financial planning. Drawing on experience with both major investment firms and specialized boutiques, Terry focuses on creating personalized strategies that align with each client’s unique goals—whether that’s building wealth, planning for retirement, or preserving assets for future generations. Terry takes a holistic approach, always mindful of tax implications and long-term outcomes.
Originally from the Midwest, Terry earned his Bachelor of Science in Business Administration from the University of Nebraska. Today, Terry and his wife, Dana, call Scottsdale home and are proud parents of two daughters—one attending the University of Arizona and the other at Grand Canyon University. Outside of work, Terry enjoys spending time with his family on the water at Lake Pleasant.
Ready to take the next step toward your financial goals? Terry welcomes the opportunity to learn about your vision and help you build a plan for lasting success.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.