Terry was born and raised in Wheat Ridge, Colorado. He graduated from Wheat Ridge High School in 1969. He then attended Colorado State University in Fort Collins and graduated in 1975 with a Bachelor of Science Degree.
Terry’s pride and joy is his 17-year-old son Trenton. During his spare time Terry enjoys watching all his son’s athletic events and sharing time with Trenton in the great outdoors. Terry loves to fish, camp, ski, and ride his Harley.
After graduating from Colorado State, Terry remained in Fort Collins and began his Financial Services career in 1976. In 1980 Terry moved to Denver and began his 20-year career in the Stockbrokerage Industry. Terry gained extensive experience in all areas of investing, investment banking, and financial planning during these 20 years.
In 1999, Terry left the Brokerage industry and founded Legacy Retirement Services which was created specifically for working with retirement age people. The focus of Legacy Retirement Services Inc. is to help all our clients achieve a stable and confident retirement with protection and guarantees while earning a consistent rate of return on their retirement nest egg.
Terry’s 40 years of experience helping his clients with savings, investments, insurance and income planning goals has taught him many lessons when working with people’s hard-earned money. Terry’s most important priority is to build an honest and dedicated relationship with the people he works with. Our goal at Legacy Retirement Services is to help all clients keep what they have saved their entire lives. It was Will Rogers who once said: “The return ON your money is not nearly as important as the return OF your money.”
CO License #152362
Managing Partner | Legacy Retirement Services
355 S. Teller Street, Suite 200
Lakewood, CO 80226
Investment Adviser Representative and Advisory Services offered through Royal Fund Management, LLC, a SEC Registered Investment Advisory firm.