Investment Advisor Representative
Terry started his career in the financial services industry in 2001 and joined Geneva Partners in 2016. Terry serves as an Investment Advisor Representative, providing the firm’s clients investment-related advice and managing their individual portfolios. He enjoys using his analytical ability and comprehensive fiscal knowledge to help his clients define and reach their financial goals.
Terry graduated from Monmouth College with a bachelor’s degree in accounting and from Western Illinois University with a master’s degree in College Student Personnel (CSP).