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Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

For more than two decades, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering personalized investment planning services to his clients.

Terry obtained the CERTIFIED FINANCIAL PLANNERTM and Accredited Domestic Partnership Advisor credential from the College for Financial Planning as well as Chartered Life Underwriter credentials from the American College.


Bachelor of Fine Arts, Southern Methodist University