Terry co-founded 18Forty8 Private Wealth in 2022, following a nearly 30-year career at Merrill, where he worked as a relationship manager for many high-net-worth individuals and families. Terry takes a truly client-centered approach in providing strategic guidance and objective advice that is informed by his experience and grounded by his values.

Terry takes great pride in building meaningful relationships with business executives, owners of privately held businesses, collegiate sports coaches, and professional athletes. As thoughtful listener, Terry also offers keen insight to help widows and widowers make informed decisions about their financial futures.

Terry earned a Bachelor’s degree in Finance from the University of St. Thomas in St. Paul, Minnesota, and a Master’s degree in Finance and Investments from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor™ designations. Terry was previously named to the Forbes “Team Member – Best-In-State Wealth Management Teams” list in 2023¹ and to the Forbes “Best-In-State Wealth Advisors” list in both 2022²  and 2020³.

Active in his community, Terry serves as a Trustee for the United Way of Dane County Foundation. Additionally, he is a member of the Finance Council Member for Queen of Peace Parish. Previously, he has served on the Boards of Directors for PBS Wisconsin and the Rotary Club of Madison. 

Terry and his wife, Liz, have two adult children, Tess and Ellie, and live in Madison. He enjoys spending time with family when he gets the chance. Otherwise, he can be found managing their woods, gardening, enjoying sports car racing, watching UW sports and kicking back with some music.

¹Forbes Team Member – Best-In-State Wealth Management Teams, compiled by SHOOK Research LLC. Presented in January 2023 based on data gathered from 3/31/21 - 3/31/22.

² Forbes Best-In-State Wealth Advisors, compiled by SHOOK Research LLC. Presented in April 2022 based on data gathered from 6/30/20 - 6/30/21.

³ Forbes Best-In-State Wealth Advisors, compiled by SHOOK Research LLC. Presented in April 2020 based on data gathered from 6/30/18 - 6/30/19.

No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.