Director of Insurance Solutions
Terry began his career in the financial services and insurance industry in 1999. He has worked for such firms as MetLife, John Hancock and Edward Jones. He has always focused on a financial planning approach whether working directly with clients, wealth management professionals or financial institutions. His area of expertise is incorporating insurance and risk management solutions into the overall financial planning process. He graduated from Western Michigan University with a degree in Finance. Originally from the Midwest, Terry lives in the Tampa Bay area with his wife Sarah and their two sons.