About Terry
Terry helps individuals and families make confident financial decisions aimed at long-term security.
With offices in Jacksonville, FL, and Woodbury, MN, Terry works with clients nationwide, offering highly customized financial planning solutions focused on retirement planning, risk management, tax minimization, and wealth preservation. His integrated approach aligns investments with tax strategy to help clients keep more of what they earn.
After more than two decades with large corporate wealth management firms, Terry joined the nation's largest independent broker/dealer - LPL Financial. This independence allows him to deliver advice without the constraints of proprietary products.
Terry is a SmartVestor Pro, and he understands Dave Ramsey's 7 Baby Steps. He's ready to help you make a plan for your money. Over the course of his career, he has helped hundreds of clients prepare for retirement, navigate complex financial decisions, and pursue their long-term financial goals with confidence.
Whether you are planning for retirement, seeking tax-smart investment strategies, or looking for a trusted fiduciary advisor in Jacksonville, FL and Woodbury, MN, Terry provides personalized guidance built on experience, discipline, and proven results.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.