Terry Holman
CEO
Terry Holman strives to help individuals and business owners uncover financial and tax planning strategies to help achieve their short and long-term investment and retirement goals.Terry joined the financial services industry in 1979, serving Atlanta and the surrounding areas. He is dedicated to providing each client with superior service with a focus on helping the people he works with keep more of what they have earned.
Terry holds his life insurance license in the state of Georgia where he is an Investment Advisor Representative. He has been featured in multiple Atlanta-area newspapers, where he shared his professional insights about financial planning. Terry cherishes quality time he spends with his wife Darlene, their two daughters and is humbled by taking the grandchildren on vacation to Disney World.


