Terry works as a Financial Advisor for small to mid-sized businesses to help create an effective retirement plan design to meet the owner's objectives and to ensure the plan is compliant with government regulations. He also provides asset management services to individuals and small business owners. He holds Series 6, 63, and 65 securities registrations along with Life, Disability and Long-Term Care Insurance licenses. He is registered to conduct investment business in MI, AZ, FL and TX.
Terry grew up in southwest Michigan and currently resides in Grand Rapids with his wife and three children. He has previously served on the Grand Rapids YMCA board and has spent many years coaching youth basketball and baseball. He is an active basketball official and volunteers as a Marriage Preparation/Sponsor in his parish. Terry is an avid golfer and enjoys traveling with his family.