Terry focuses on working with pre-retirement and retired clients to create long term, personalized, risk managed programs to meet their goals and objectives. This combining of a client’s risk and their financial aspirations is the main driver in putting together a client’s plan for the future. Terry uses only top-tier managers in overseeing portfolio design.
Terry is a CERTIFIED FINANCIAL PLANNER™ professional and has been working with goal oriented clients for over twenty five years. He completed his Financial Planner Program at Oglethorpe University.
Terry and his wife, Mali, love to travel. They have been involved in several relief efforts around the world through the years. They have two children, four grandchildren and a grand dog named Nacho.
Terry’s E-mail: terrydunn@thesfa.net
Direct Phone: (770) 274-6492 ext.