Investment & Financial Planning
Terry’s passion is working with clients to help them to gain a well-informed understanding of their finances (from all perspectives) coupled with educated financial decision-making. He thrives on holistic financial planning and investment management for busy professionals and executives.
Although Terry has been in various management positions in the Financial Services industry for 20 years, he shifted from the corporate world to the Independent Financial Planning world 12 years ago to better serve his clients with more financial options and more flexibility with their financial decisions. During the past 12 years, Terry has successfully assisted clients with achieving their financial goals while improving their financial portfolio.
Terry’s educational background includes a Ph.D. in Management with a Specialization in Finance, a Juris Doctorate in Law, and a M.B.A. in Business/Finance. Terry also makes time to host Client Appreciation and other Educational or Speaking events that benefit his clients. Terry’s motto for success has always been “One financial decision at a time, one client at a time.”
In his free time, Terry relishes the Arizona sunshine and outdoors where he and his wife enjoy hiking, biking, and traveling.