Prior to joining Optimum, Terry was President and CEO of LaSalle Financial Services, the brokerage and insurance arm of LaSalle Bank Corporation. Prior to that role, Terry served as Group Head of Wealth Management Business at LaSalle Bank.
Terry is a past Chairman of the Board of Metropolitan Family Services, a 150 year old Social Services Agency serving over 55,000 families throughout the Chicago area with programs supporting Early Childhood, Employment, Legal Aid and Family Service counseling.Terry earned a BS in Economics from Northern Illinois University, 1983.
Terry is a past Chairman of the Board of Metropolitan Family Services, a 150 year old Social Services Agency serving over 55,000 families throughout the Chicago area with programs supporting Early Childhood, Employment, Legal Aid and Family Service counseling.Terry earned a BS in Economics from Northern Illinois University, 1983.
Services
While it's impossible to predict the future, you should certainly be better prepared for it, as all of us have goals to be fulfilled at every stage of life. These goals will only be achieved if you've understood the importance of financial planning. Financial planning is the process of meeting life goals through proper management of personal finances.
What do you see yourself doing in retirement? No matter what age you are or what assets you have, this is a question that we will all ask ourselves at some point during our careers. You may envision your dream retirement as traveling the world, purchasing a vacation home, donating to charitable causes, or even just sufficiently providing for your family.
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