My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.
A graduate of the University of South Dakota, I earned a bachelor's degree in finance with a mathematics minor. I also have an associate degree in mathematics from Iowa Western Community College.
I listen, care and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. My clients often come to me during times of transition, such as retirement or receiving an inheritance. Many of my clients are multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of developing complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide.
My branch office administrator, Chloe A Courtier, is dedicated to providing you with the highest level of service possible.
Chloe and I are a unique financial services team that focuses on creating long-term financial strategies for families. We work closely with each family member to meet their individual needs as they transition through significant life phases.
We use a "no surprises" approach to communicating with couples, and we pride ourselves on maintaining a clear and current roadmap for clients, even when their destinations change. It is our passion to help families navigate through a variety of different life events, leading them to and through retirement in the comfort they have come to expect.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Scuba Diving
- Personal Fitness
Phone NumberAmber M Terry at (712) 323-6577
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