Terry’s experience in the wealth management industry ranges from the largest financial institutions in America to a boutique financial planning firm. Terry’s breadth of experience led him to envision his own firm that would provide the top-tier products of the largest institutions without sacrificing personal client service and attention to detail that a small firm can provide. Terry strives to deliver a world-class client experience by continuously focusing on his mission of creating a wealth management company where he would want to be a client.
Terry was born and raised in San Antonio, Texas. He was recruited to play Division I football at Southern Methodist University. At SMU, he earned his degree in Finance. Terry resides in Dallas, Texas with his wife Laura.