How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Terry J. Thompson
Financial Advisor
Terry works to assist in developing, securing and maintaining client business. He shares in the development, growth and success of the business while managing the day-to-day office operations and client inquiries. Terry is a licensed...
Jenny Terfehr
Branch Office Administrator
231-933-0335
Jenny comes to us with two successful previous careers in retail management and aviation, bringing with her a great understanding of how to service clients and make their experiences great. She will be our Branch Office Administrator...