Terence has held licenses for insurance and/or financial services for over 20 years. He focuses on trust management, conservatorships, retirement planning and business continuation planning. We are proud of the fact that Terence has helped many clients achieve financial freedom in retirement. He served at probate/estate planning and business law firms in the state of Michigan and Washington D.C. metro area. This legal background has enabled him to provide financial guidance to trust attorneys and conservators. Terence has established a Special Needs Financial Team at Redbridge that helps fiduciaries comply with the Prudent Investor Rule.
Terence has had numerous speaking engagements on a variety of topics in the United States, Mexico and Belize, presenting before audiences of up to 5,000. He lived in Arkansas, Louisiana and Maryland before making Michigan his home in 1999. Terence has lived in mid-Michigan since he married his wife Brandy. Together they enjoy traveling, camping and raising Doberman Pinschers. Brandy and Terence are very active in their charitable work, volunteering weekly in a community education outreach program.