Our Team

A little About us.

Superior, Independent advisory that you won’t find at a bank.
We work with individuals and businesses to achieve financial comfort.
We love getting to know our clients and understanding what keeps them up at night.

We’ve been helping our clients sleep better since 2011, find out how we can help.


President & Senior Advisor

Terry began his career in the insurance industry in 2008 after deciding to make a significant career change and exit the Oil and Gas industry after over 25 years in operations and management roles. Terry specializes in Group Benefits and providing insurance solutions to business owners. He finds the most enjoyment in his career by getting to meet and help a diverse array of people including Business Owners, Farmers and Ranchers, Contractors, and families. Terry holds the Elder Planning Care designation in good standing.


If you are interested in our approach and our team meets your expectations, let’s see if you are a fit for us!