Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Terry A. Garland
CEO
Terry Garland has over 20 years of experience helping clients. He attended Drake University and the Wharton School at the University of Pennsylvania. He began at a major financial company in 1990 and founded his own company in 1992 that has expanded to offices in Iowa and California. He is a certified wealth strategist and a registered principal.
Terry’s foundation dedicates itself to charity and helping underprivileged children. He is married with two children and enjoys sports.
