Meet the Team

Terry has lived in Holdrege, NE since 1987 when he began working as a financial advisor with the late Harry Dahlstrom, who established the business in 1956.  After Mr. Dahlstrom’s retirement in 1999, Terry has continued to strive for the same values and ethics that were instilled in the practice by Mr. Dahlstrom. Terry has been a financial advisor for 32 years. He has received extensive training in tax and financial advisement selection tailored to meet the goals and values of each individual client.  Terry became a Certified Financial Planner (CFP) in 1994. He is currently a registered advisor in Holdrege.  Terry is licensed as a securities broker and holds his series 7 and 63. The practice primarily focuses on working with business owners, individuals seeking lifetime income, and tax reducing techniques to help clients keep more of their hard-earned funds. Terry is married to Teresa and they have 2 adult children.

Teresa serves as the office manager. She is the main point of contact for clients by answering the telephone and is the first person they see when they come to the office.  She schedules appointments for clients and prepares any necessary paperwork to service client accounts. Teresa lives in Holdrege with her husband, Terry. She enjoys reading, watching football, family activities, and trying new recipes.