Since 1978, Terry has helped clients pursue their goals with hands-on, experienced guidance. He brings extensive experience in business management to our team and has spent more than 20 years as a senior partner specializing in wealth management and preservation. Terry focuses on helping clients address the wide range of their financial needs and goals with support that includes investment management, insurance planning, wealth preservation, and legacy building. For decades, Terry has been a noted speaker at hundreds of seminars for clients and investors.
Terry grew up in Excelsior, MN with his brothers, Conrad and Rodney, and their five other siblings. Away from the office, Terry enjoys reading, biking, skiing, and learning about other cultures. He is the proud father of a daughter who is an OBGYN physician at the prestigious Mayo Clinic in Rochester, MN and a son who is currently enrolled at the University of Iowa business school.
FINRA Securities Registrations
- Series 7: General Securities Representative, Held with LPL Financial
- Series 63: Uniform Securities Agent State Law Exam, Held with LPL Financial
- Series 65: Uniform Investment Advisor Law Exam, Held with LPL Financial
- Variable Annuity
To service a broad range of clientele from across the nation, Terry and his team are registered in multiple states.