Terry, a gifted communicator and experienced advisor, started his financial services career in 1988.  He is dedicated to helping clients work towards their financial goals while incorporating a positive attitude and humor to clearly explain complicated issues. Being an independent advisor is especially important to Terry as it enables him to focus on his client’s needs instead of just selling products.

Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence and received several awards from his former broker-dealer as a leading performer in his field. He was also a member of their Senior Advisor Leadership team.

Terry takes great pride in ‘helping Main Street and Wall Street come together’ and has accomplished this initiative through providing personalized service and financial education to his local community. He has dedicated the past 25 years to helping his clients understand and navigate the world of personal finance and wealth management.

Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident for the past 14 years.  Outside of work, he enjoys surfing, spear-fishing, snorkeling, and traveling with his wife, Elizabeth.

Affiliations:

Charlotte Chamber Member

Business Recognition:

Published author *Pride Magazine and Credit Union Times

Experienced In:

Communications, Public Speaking, Employee Benefits, Social Security, Medicare

Retirement Planning, Comprehensive Financial Planning, Long Term Care Insurance

Niche Market:

Engineers, Duke Energy employees, Retirement-Aged Clients

Bragging Rights:

My dad worked with many famous performers which allowed me to spend time with Sammy Davis Jr., Michael Jackson, Gladys Knight, Aretha Franklin and many others!

Education:

California State Long Beach, 1985; Dual Major: Finance, Marketing