About our team

Terry entered the financial services industry in 2006, joining his longtime friend and college roommate, Kyle McLaughlin, in his practice at Northwestern Mutual. Terry and Kyle moved their team to Morgan Stanley in 2013 where Terry was a vice president and financial advisor. He earned the Certified Investment Management Analyst® designation after completing coursework at the University of Chicago Booth School of Business.

Terry is a skilled investment portfolio manager who excels at designing customized portfolios aimed specifically at each client’s unique goals and objectives. An outcome of this individualized planning is a balance sheet that is as efficient as possible in the context of a prudent framework. This purposeful planning facilitates his clients’ ability to achieve their dreams and helps provide for their legacy.

Terry has a Bachelor of Science degree in business administration from Xavier University and a master’s degree in educational administration from the University of Akron. He taught high school economics for 12 years in Akron, Ohio and has coached high school football in Ohio and Northern Kentucky. He enjoys boating, golfing, traveling and reading historical fiction. He serves on the Board of Trustees for The Cure Starts Now, an international cancer research foundation started locally in Cincinnati in 2007. He is married to Maureen Regan, a client associate with the team. They have one adult daughter and he and his wife live in Northern Kentucky.