Terry serves as Wealth Manager at Clarity Capital Partners.
For over 14 years, he has delivered great value in developing tailored strategies for clients. As a wealth manager, clients leverage his knowledge and financial planning process to ensure their goals are met in the most efficient manner. By having a broad background with experience in the corporate world, small business ownership, real estate investments, and financial planning with investment strategy, he can help implement custom, tax efficient solutions for your unique situation.
Terry began his career as an Industrial Analyst at the Boeing Company in 1997. In helping friends and family on the evenings and weekends, he realized that that his passion was in financial planning. After 8.5 years in key corporate roles, Terry followed his passion and became as a Financial Advisor in 2006. Clients appreciate the energy, enthusiasm, experience and insights Terry offers. In working with his clients, Terry takes special care to completely understand the unique needs for each person and is able to fully support complex situations.
His desire to remain objective while working closely with clients caused him to join Clarity Capital. As an independent Wealth Manager, Terry is positioned to help business owners, key contributors, and successful savers make the most out of their situation and create a financial future they can be proud of.
Outside of Clarity, Terry is an active husband and father of three boys, He enjoys spending time with family and friends, boating, travel, dirt biking, entrepreneurship, cooking, wine, yard work and his Chocolate Labrador, “Coco”.
He currently holds the series 66 registration as an Investment Advisor Representative with Clarity Capital Partners. He holds his series 7 as a registered representative with American Trust Investment Services, Inc.