Terrance works with business owners, families building wealth, those preparing for retirement, helping clients navigate investment management, tax-efficient planning, wealth accumulation strategies.

He takes a goal-oriented and long-term focused approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Terrance earned a B.S.B.A. in Finance from the University of San Francisco and a Juris Doctor from the University of Washington. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Serving clients in and around Lafayette and New Iberia, LA.