From Our Family To Yours

Terry, a lifelong resident of the state of Kentucky, takes great pride in helping make retirement planning “S.I.M.P.L.E.™.” He has 28 years of experience in financial services, and became an Investment Adviser Representative in 2014 to better support his clients' needs and objectives. Terry has gained extensive knowledge in the areas of wealth preservation, retirement planning strategies, risk reduction, tax optimization, and asset protection strategies. He enjoys helping his clients take control of their retirement journey by keeping it S.I.M.P.L.E. His primary objective is to help his clients protect and preserve their assets. He accomplishes this with a plan that is tailored to each of his clients' specific goals.

"At our family-owned financial advisory business, we focus on turning retirement goals into realities. Our mission is S.I.M.P.L.E.: to empower families with the knowledge, tools, and strategies they need to thrive in retirement. With a personalized approach, we guide our clients through every stage of the retirement planning journey, offering clarity and confidence. As advisors focused on our clients' financial well-being, our clients become family. We uphold the same values of trust, integrity, and transparency, ensuring that each family we serve can enjoy a S.I.M.P.L.E. retirement," Terry says.