OUR VALUABLE CLIENTS
HEAR WHAT OUR CLIENTS HAVE TO SAY
Cultural & Brand Management
Miller Coors Brewing Company
I’ve been working with Terry developing a retirement plan that best fits my needs. He provides exceptional personalized service (even coming to see my wife and I out of state.) He’s been instrumental in recommending short, medium and longer-term strategies and products that will deliver a very comfortable income at retirement. Terry understands how to leverage money and knows how to mitigate investment risk. We’ve even taken measures to protect against unexpected healthcare expenses. He’s not just a great advisor, but a good friend as well. I can’t recommend him highly enough.
Software Development Manager
U.S. Government Contractor
I’ve worked with Terry over the last several years or so. Terry has always been straightforward, honest, and thorough. To this point, under his watch, my portfolio has increased in value by more than either of us expected.
I can truly say that Terry is a good guy. He goes above and beyond what’s expected. He’s enjoyable to be around, and a great conversationalist. Since we’ve come to know each other he has become more than just a financial advisor to me. He has become a friend. I could not recommend him more highly.
IT BEGINS WITH... TRUST
Vice President for Student Affairs
University of Texas at San Antonio
Terry is a highly competent financial professional. Terry’s success has earned him numerous accolades and distinctions as a high volume producer. Terry’s vast knowledge, keen judgment and meticulous attention to detail allows him to provide exceptional products and solutions for his clients. I am very happy with my returns and my business relationship with him.
Purchasing / Sales Manager
Terry is very knowledgeable about available retirement products and can explain them in laymen’s terms. He has helped my wife and I develop retirement investments that will provide an income stream to us thru our lifetime. He is very easy to work with and he cares! A real professional.
I’ve had the pleasure of working with Terry on several marketing initiatives over the past several years and I can attest to his expertise in his field. His clients trust him greatly and love his work. He is very knowledgable and all about his customers. I highly recommend Terry to anyone who is looking to invest their money properly for a secure future.