Terry is a highly experienced financial and investment professional, whose financial career began in 2001 at Morgan Stanley motivated by the attacks on 9/11 of that year. Terry joined RBC Wealth Management with Mark Borcherding in the fall of 2008 from H & R Block Financial Advisors.
Terry develops and implements customized wealth management strategies for families and owners of closely held business’ by establishing close working relationships, encouraging discipline and evaluating results — often in consultation with the clients other trusted tax and legal advisors.
Terry holds the series 7 General Securities, series 66 Registered Investment Advisor Representative and Kansas Life and Health Insurance licenses and an Accredited Investment Fiduciary® (AIF®).. He holds a BS in Education from Ball State University and holds a Certificate in Financial Planning from the University of Missouri at Kansas City.
Originally from Indiana, Terry has lived in the Kansas City area since 1981. He now resides in Overland Park with his wife, Barbi. They have two grown children.