About Terry Hill

Terry Hill

Owner/ Founder

(972) 966-2020

Terry Hill works with people who want to live their lives to the fullest as they grow, manage, and protect their wealth – successful individuals who want smart, sound strategies so they can spend their time doing the things they want in their lives. Clients depend on Terry to navigate the complexities of the financial world for them so they can enjoy their lives. His clients include executives, business owners and retirees who entrust their investment and financial affairs to a top-quality, committed professional.

Terry Hill has been servicing the Greater Dallas Metroplex for more than twenty years. He holds numerous professional financial credentials and a Bachelors and Masters degree from San Jose State University. His refreshing manner makes him a popular speaker on financial topics and he is often published in the local and regional press. Terry is particularly experienced in the area of IRA rollovers from company plans. He is aware of the special needs in this area to keep investments conservative and income steady! Terry also focuses on working with business owners helping them with their special needs.

Many of Terry’s clients have worked with him through the years and have found the value of his comprehensive solutions for them and their families in an uncertain and ever-changing world. They appreciate that Terry provides guidance to them through a well thought-out set of guiding principles (You can learn more, see our link: Our Guiding Principles).

Terry believes that his clients are best served by providing them comprehensive guidance in many areas of their financial lives; the best solutions are complete solutions offered through a Wealth Management approach (You can learn more, see our link: What is Wealth Management?).

Terry lives in the Denton County area with his wife Sandi. Terry is an avid golfer and holds a Brown Belt in Karate. Terry and Sandi enjoy the theater, opera and travel when time in their busy schedule permits.