Terry earned his bachelor’s in “Business Administration” from Principia College. He became a CERTIFIED FINANCIAL PLANNER ™ professional in 1980, becoming the second CFP® in the Mobile, Alabama area.
In the 1980’s, Terry added to his professional credentials receiving the Chartered Life Underwriter® and the Chartered Financial Consultant® professional designations.
Terry founded Southern Capital Services, Inc. as a Registered Investment Advisor firm in 1982. Terry is a founding member and past president for the local chapter of the Financial Planning Association.
Terry has two grown sons who he enjoys visiting, and he enjoys skiing when the opportunity arises.