Terry works to assist in developing, securing and maintaining client business. He shares in the development, growth and success of the business while managing the day-to-day office operations and client inquiries. Terry is a registered assistant who has earned his securities registrations S6, S63 and S65 and is fully registered and licensed as a securities and insurance broker. He brings with him a positive attitude and the desire to learn and grow with the company helping clients consider the many questions and options they have regarding their future.
Terry and his wife Kelly have two sons, a senior at Grand Valley State University and a senior at Traverse City West High School. They have resided in Traverse City, Michigan for the past 24 years and are active in their church and community. Terry is an Assistant Coach for the Traverse City West Titan Varsity football team.