Profile
Terry started at Mutual Savings in 1992 when the bank incorporated Financial Strategies, Inc. (FSI) as a wholly-owned subsidiary of Mutual Savings Association. Terry was Financial Strategies' first representative. He brings more than 20 years of experience in insurance and financial planning to the FSI team. Prior to coming to Mutual Savings and FSI Terry was doing the same work for another Kansas Savings & Loan institution. He was recruited by Mutual Savings and to help found Financial Strategies for a number of reasons, one being that he was known to management and known to be trustworthy with our most valuable assets, our clients. Financial Strategies Inc and Money Concepts were added to allow our clients the convenience of one place to handle all of their financial needs.
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Personalized service, products and advice for FSI clients.
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Principal of Mutual Savings investment advisory arm, Money Concepts at Mutual Savings
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Licensed in Life, Property and Casualty Insurance
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Graduate of Kansas Wesleyan University with a BA in Business Administration.
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Completed The University of Missouri Henry Block School of Business Financial Planning Program.