Broker Check
Terry Moore, RFC

Terry Moore, RFC

Chief Executive Officer


With a career in financial services that spans more than three decades, serving clients and creating lasting relationships has been Terry’s primary focus. Over three decades, Terry has seen erratic market fluctuations with events like 9/11 and the 2008 financial crisis. Unforeseen events have the potential to change behavior for generations. For these reasons, and many more, are why Terry holds to his values of having a team of professional advisors that share the goal of keeping financial solutions simple.

Terry holds a RFC designation from the International Association of Registered Financial Consultants, an organization formed to foster public confidence in the financial consulting profession. This designation is only awarded to advisors who can meet the high standards of education, experience, and integrity required of all members.


Married for over 25 years to Teresa and having two wonderful kids, is Terry’s greatest accomplishment. He finds his greatest joy in his family. He has served in many roles at a small Christian school in Adel for more than 16 years. He serves on community and church boards on a regular basis. He enjoys golf, although he is not very good. Terry has a long history of giving his time and resources to youth and the less fortunate.


Not FDIC/NCUA Insured - No Bank/Credit Union Guarantee - May Lose Value.