A wealth manager for over 35 years, Terry Hannon is a CPA and above all a listener. Terry’s approach begins with needs and risk management analysis for new clients to determine goals. This is an analytical process that continues as the relationship deepens.
Informed, experienced aware, and always acting in a fiduciary capacity Terry knows the investment tools that are both appropriate and available. She knows the professionals who manage them and can be called upon for advice and insights as appropriate.
Terry is a Certified Public Accountant (CPA) who, in addition to decades of experience in investment, retirement and insurance planning, had a tax practice for 22 years. Her extensive tax and estate planning capabilities allow her to integrate this knowledge into the comprehensive solutions she creates for families, couples and individuals.
Since 1985, Terry has been helping investors plan their financial lives. Terry and her team can assist you in executing the necessary steps to implement your financial plan. Their goal is to make this process as simple as possible for you.