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.
Joel is a dedicated financial professional with a background in commercial real estate and residential mortgages, establishing a proven track record in guiding clients towards sound financial decisions. His experience has positioned him as a trusted advisor in the realm of wealth management.
An advocate for financial education, Joel recognizes the importance of empowering individuals at every stage of life. He has devoted himself to educating pre-retirees and current retirees on building wealth and establishing a lasting legacy for future generations. Through insightful workshops and personalized consultations, Joel imparts valuable knowledge on strategic financial planning, investment diversification, and the intricacies of legacy building. His commitment to fostering financial literacy reflects his belief in the transformative power of informed decision-making, ensuring that his clients are not only well-prepared for their retirement years but also equipped to leave a lasting impact on the generations that follow.
Beyond the business world, Joel’s passions extend to the great outdoors, where he shares moments with his wife and kids. An avid traveler, he constantly seeks new adventures and cultural experiences, finding inspiration in the diversity of the world around him.