Our Team

Terry holds the Certified Financial Planner™ certification issued by the Certified Financial Planner board of standards. He is also Professor Emeritus (retired) at Ashland University where he was Director of Eagle Investment Group and taught investments along with other finance related courses. Terry helps clients achieve their financial goals through financial planning strategies. His clients appreciate the educational approach used while explaining options and developing strategies. He holds a BA as well as MBA, co-authored two books, developed financial literacy and life skills software, and teaches as an adjunct professor at Ashland University. Terry serves as Vice President of TFSN.

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