Terry is involved in every aspect of the business, but working with his clients remains his top priority. Being knowledgeable, responsive and acting with integrity are at the core of how he operates. He wants each client to walk out of his office feeling like a friend, not just a transaction, and he believes that planning for the financial future, while rooted in reality, can still be fun. Terry has passed the FINRA Series 7 and 66 exams. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification and Certified Public Accountant designations. He is able to provide advice on the big picture, making sure each financial decision is weighed against its tax implications as well.
Terry graduated from the University of Wisconsin – Whitewater with a Bachelor of Business Administration in accounting in 1986. For 25 years he provided both tax and wealth management services to the Waukesha County community while at Jannsen + Company, where he was recognized as a shareholder in 1995 and later as president. Terry founded Jannsen Wealth Management in 1997 - a practice dedicated to helping others find and achieve a wealthy life. In January 2018, Jannsen Wealth Management combined with R & R Insurance Services headquartered in Waukesha, Wisconsin.
Serving his community has been a passion of Terry’s. He is a board member of the Justin J. Watt Foundation and the Bryon Riesch Paralysis Foundation. He is also an avid sports fan and can be found cheering on the Admirals! He and his wife, Lisa, have two college-graduate children they are very proud of—a son, Taylor, and a daughter, Kelsey.