Terry abides by his own advice, “Spend less than you earn and invest the difference.” He gives the same advice, and a whole lot more, to his clients with whom he has nurtured enduring relationships. “Their loyalty and trust in me is gratifying and humbling,” Terry says. “Many of my clients have developed into close friends.” Terry has over 50 years in the industry and is a highly regarded member of the Wealth Management and Investment teams. He was also a Managing Director.
Terry has a BA in economics from Monmouth College and his resume reflects his leadership in the financial industry. Before joining the firm in 2000 he served as CIO and trust division head at Old Second National Bank in Aurora. Later he joined the management team at Merchants National Bank of Aurora where he led the trust and investment division.
Terry has served on the boards of numerous organizations in the Aurora area, including Aurora Family YMCA, Friends of the Kane County Child Advocacy Center, and Paramount Arts Centre Endowment Fund.
Terry is a Cleveland native and a loyal Cleveland Browns fan since the late 1950’s. He enjoys golf, auto racing with right and left hand turns, friends, and is a proud father and grandfather.