Terry is a financial advisor with over 16 years in the financial services industry. Before committing his career to Trajan Wealth, Terry spent time at Orion Investments, Halo Investments, John Hancock, and a decade at Morningstar Investment Management. Terry has worked in various areas of Financial Planning and has a robust knowledge of wealth management and financial markets.
Terry graduated from Marquette University with a degree in Finance. He is a true believer in the fiduciary standard and enjoys listening first. He is dedicated to educating clients, helping them make informed financial decisions, and alleviating the burden families face in preparing for retirement.
Terry has been married to his amazing wife Kate for over 12 years. They have four wonderful daughters. Terry loves Chicago Bears football, Marquette basketball, and ping-pong. When Terry is not assisting clients, he can be found at his children’s events or on the golf course.
Favorite Food
Carne Asada Tacos
Favorite Sports Team
Chicago Bears
Quote
“The supreme accomplishment is to blur the line between work and play.”~ Arnold Toynbee
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