Terry has been in the estate and financial planning servcies industry since 1973. His expertise is in helping retirees and pre-retirees avoid common, costly financial mistakes.
Terry is as an Investment Advisor Representative in the state of Missouri. He also holds a Life and Health license in Missouri, Illinois, Kentucky, Virginia and Florida. He is a Chartered Financial Consultant, a Chartered Federal Employee Benefits Consultant, a Chartered Life Underwriter and is a member of the St. Louis Society of Financial Planners.
Terry and his wife, Brenda, reside in O'Fallon, Missouri. They have three children and six grandchildren.
His ultimate goal is helping others succeed financially.