Terry joined Princeton Wealth Advisors in May 2025 and is a Wealth Management Certified Professional (WMCP®). He completed his undergraduate studies at Ithaca College and received a master’s degree from Fairleigh Dickinson University. He also holds the Series 7 and Series 66 licenses.
Prior to joining PWA, he spent seven years in various roles at the United States Golf Association – most recently as assistant director of education and special projects – where he oversaw data from 3.5 million golfers in the United States and leveraged key insights to help modernize the Rules of Handicapping and Course Rating System™. While at the USGA, Terry also helped bring the U.S. Adaptive Open Championship to life, which is a national championship for players with disabilities.
Passionate about data analysis and helping individuals and families achieve their goals, Terry is excited about the future of the financial services industry and looks forward to building strong, collaborative relationships with existing clients and preparing the next generation for long-term success.
Terry has been a volunteer with the Special Olympics of New Jersey for more than a decade and is an avid (yet average) golfer. He resides in Rocky Hill, New Jersey with his wife Leah and their two young boys, Blake and Weston.