Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
After 30 years as the Executive Director of the National W Club at the University of Wisconsin, Terry wanted to continue his passion of helping people and found his way to the financial services industry. His passion for people has always been an important part of who his is and working in this capacity will enable him to help individuals, families and business owners with some of their most important life decisions.
Terry prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs. He also recognizes that preparing for that next step in life isn't always easy. That's why his combination of experience, professionalism and access to a wide variety of products and services can help meet the financial goals, estate strategies and insurance needs of his clients.
In his spare time, Terry enjoys running, biking, golfing, and taking in live music. Terry and his wife Barbie reside in Madison, Wisconsin, and have five children and five grandchildren.
- Insurance Strategies
Check the background of this investment professional on FINRA's BrokerCheck