Sales Vice President
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After working in the financial services business in excess of forty years, Terry has an understanding of the needs and desires of a wide range of clients from the simplest estate plan or business insurance need to the most complex multi-generational situation. Having worked with some of the most sophisticated professionals in his business, Terry is in a unique position to offer his counsel to all levels of client needs. With expertise in business insurance, estate planning and charitable planning coupled with formal education in those areas affords him the opportunity to share his knowledge across the broad marketplace of financial services.