Our Qualifications

Terence L. Reed, Director, holds a Certified Financial Planner designation from the College of Financial Planning located in Denver, Colorado. He also holds a Certified Fund Specialist designation from the Institute of Business and Finance. Terence has also obtained his L.U.T.C.F. designation from the Life Underwriters Training Council following the prescribed two year course.

He not only offers his own seminars, but speaks at other occasions on investing, retirement planning, risk management, estate planning, and other financial planning topics. He also has taught numerous courses for the Financial Education Network, which serves over thirty public communities.

Terence started his financial career over 30 years ago as an agent for John Hancock Insurance Company. He is currently a registered representative with Sigma Financial Corporation.

He is also a member with the International Association of Registered Financial Consultants that seeks to keep the client’s financial welfare foremost in importance.

Terence, over the last twenty years, hosted the weekly financial talk show "Let’s Talk Money" on WCAR, AM 1090 and "Your Money" on WPON, AM 1460.

In his spare time, Terence enjoys global travel, hiking, and studying health and nutrition.