Email Address: firstname.lastname@example.org
Office Phone: 510-928-9468
Terry is a perpetual innovator who brings a tireless, never satisfied, no challenge is too great attitude to every situation he encounters. By coupling this with his innate ability to analyze complex situations from many angles, he helps pave a clear path for clients and their executives to follow.
Before joining Mullin Barens Sanford Financial, Terry spent over 20 years at a top ranked executive benefits administration company; Pen-Cal. His focus was to provide privately held and publicly traded companies with the highest level of quality and service in the design, financing, implementation, and administration of their employee and executive benefit plans.
Terry graduated from the University of California, Davis with a B.S. in Managerial Economics. He also holds Series 6, 63, 65, and Life & Health insurance licenses.
He and his wife, Staci, son Brogan, and Border Collie Mahi, live in the Palm Beaches of Florida. Their philanthropic involvement includes: Best Buddies International, Project Feeding Kids, and they are currently working to start a South Florida chapter of Salute Military Golf Association, an organization created to provide rehabilitative golf experiences, and family inclusive golf opportunities for post 9/11 wounded war veterans in an effort to improve the quality of live for these American heroes. Terry enjoys playing golf, fishing, cooking, photography, snow sports, and traveling.