Terry utilizes a collaborative approach with his clients to manage their wealth and executes agreed-upon strategies to help ensure they achieve their financial goals with security and prosperity. A committed fiduciary, he adheres to a consultative process, seeking to understand the objectives of his clients and their families, and develops a personalized wealth management plan that supports their goals with customized asset allocations. His clients can expect individualized, strategic planning, through steady commitment to objectivity with high-touch personal service.

Charles Schwab focuses on the needs of individual investors, whether we’re serving them directly, through an employer-sponsored retirement or equity plan, or through independent investment advisors. Seeing through clients’ eyes has always been the Schwab way. Today, approximately 14,000 employees share a passion for helping millions of investors achieve their financial goals. By working together and listening thoughtfully to our clients, we’ve been able to make investing more accessible, affordable and understandable.

Provides an industry-leading client service experience through the development and management of a defined portfolio of mass affluent clients by providing financial advice and solutions that meet clients' needs and goals.

Provide full-service banking to high value customers and oversees a portfolio of complex product account relationships for individuals and businesses.

Manage community banking center across multiple business platforms while ensuring compliance and loss prevention standards are adhered to. Create, train and coach a successful sales and service team. Responsible for effective staff salary administration and rewards. Develop and administer budgets, business development goals and objectives, staffing models, schedules and performance standards. Experience developing strategic partnerships. Good leadership and motivational skills. Ability to manage priorities in a retail environment. Ability to analyze financial metrics. Proven experience leading a team to meet individual and team sales and customer satisfaction goals.

Provide financial services to small businesses and help them achieve growth and sustainability.