Terry was born and raised in Wheat Ridge, Colorado. He graduated from Wheat Ridge High School in 1969. He received his Bachelor of Science degree from Colorado State University in Fort Collins in 1975. Terry’s pride and joy in life is his son Trenton. During his spare time, Terry enjoys his son’s athletic events, fishing, motorcycling, and everything to do with the mountains.
After graduating from CSU, Terry remained in Fort Collins and began his financial services career in 1976. In 1980 Terry moved to Denver, and obtained his securities license beginning his 20-year career in the stock brokerage industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years. In 1999, Terry founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement is to help people establish a retirement plan that will guide and protect them through their retirement years.
Terry’s 40+ years of experience in financial services has taught him many lessons when investing other people’s hard earned money. Terry’s most important priority is to build an honest and trusting relationship with the people he works with. Our goal at Legacy Retirement Services is to help all of our clients to achieve a safe and worry free retirement with safety and guarantees along with consistent rates of return. Terry is an Investment Advisor Representative, holds a Series 65 Securities License and a Colorado State Life Insurance Producer License.