Terry founded New Frontier Financial in 2002 and New Frontier Financial Advisory, LLC in 2012. He specializes in educating prudent, mature investors on the issues they face prior to and during their retirement years, and the options to grow, preserve and transfer their estate, while legally minimizing or avoiding taxes. Many concepts not shared by other planners can add stability and peace of mind to your overall financial plan.
Terry is often asked to speak on a national level to teach other industry executives how to implement “Best Practices” for an ethical and efficient business. He is on the advisory board for several national marketing organizations and insurance agencies. Please contact Terry’s office about his next speaking engagement.
Erin joined New Frontier Financial Advisory in May 2017 in an operations role. She specializes in the day-to-day operation and client communication, and offers a quick turn-around time in responding to requests while maintaining the utmost security and discretion.
Erin’s Bachelor of Science degree in Communication and Media Management, along with her background in customer service and management give her a unique ability to organize, respond to client needs in a timely manner, and ensure the highest level of service and support. Before coming to New Frontier Financial Advisory, she worked in management in the rental car industry, and was a stay at home mom.
She enjoys staying active in seasonal outdoor activities, volunteering for local organizations and community outreach, and spending time with her husband and two young kids.