Almost three decades of experience and training in financial services have prepared Ted for the often complex situations he encounters with clients. Ted's loyalty and devotion to the clients he serves often creates close relationships with him as both their trusted advisor and their friend.
Ted's philosophy of being a perpetual student has kept him abreast with the most prudent planning strategies, which in turn has helped his clients pursue their financial goals. Ted is a CERTIFIED FINANCIAL PLANNER™, Certified Estate Planner, Investment Advisor Representative, Instructor at KSU's Osher Lifelong Learning Institute and the Life Skills Learning Center.
Ted and his wife Mich have been married for almost 50 years and have two children, Chris and Lisa, and seven grandchildren. They are active in animal rescue and have several dogs of their own. Mich and Ted both enjoy live theatre, travel, reading and tennis. Ted is a Vietnam veteran and served honorably in the US Army for 20 years prior to embarking on his financial services career.