Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 1 License
  • FINRA Series 63 License
  • FINRA Series 5 License
  • FINRA Series 8 License
  • FINRA Series 4 License
  • FINRA Series 12 License


  • Miami University - BS in Accounting

Community participation

Having grandchildren on Marco Island, Terry became and advocate for the Marco Island Academy, a public charter high school. He realizes the importance of a neighborhood school for our children and the positive impact it can have on the surrounding environment and the community. The STEM Program (Science, Technology, Engineering, Math) offered by the academy was an additional positive.


Terry has a passion for golf and is an avid collector and player of hickory shafted golf clubs. He has spread his enthusiasm for hickory golf and the traditions of the game locally through The First Tee Program. He is a former trustee of The First Tee and sponsors numerous events for adults and students using the clubs made famous by the likes of Gene Sarazen, Bobby Jones and Walter Hagen.

He is a member of the Golf Collectors Society and the Hickory Golf Association. He plays regular games at the Island Country Club and The Cliffs Valley in South Carolina.