Terry serves as the CEO for Shadforth, where he leads the business nationally with a focus on fostering a client-centered culture and ensuring advisers maintain the highest industry standards. With 30 years in financial services, his career spans senior advice roles at AMP, Integral Financial Planning, Precedent Financial Services, and Plan B Wealth Management.
In the early 1990s, Terry pioneered the executive advisory model, addressing the needs of financially literate but time-constrained executives and professionals. As an avid consumer of academic literature and empirical evidence, he strongly advocates for broad, market-based investment solutions to achieve reliable client outcomes. Terry holds a Diploma of Financial Planning and is a Certified Financial Planner practitioner.
