Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • 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


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.

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.