As Retirement Income Certified Professional, I focus on one thing. I build customized, documented, and optimized retirement plans. - Terry S. Mulhern
No two clients are the same and I get to know you personally and build a plan around YOUR vision.
Terry S. Mulhern MBA, RICP, MDRT
Terry is a Retirement Income Certified Professional (RICP) and holds a Master of Business Administration in Finance & Marketing from Case Western Reserve University, and a Bachelor of Science in Business Administration – with a Finance Major – from John Carroll University.
Terry leads a team of financial advisors, life insurance representatives, and retirement planners in multiple states. The team is dedicated to helping individuals and our community receive the very best advice regarding their insurance, investment, and planning needs.
Terry Mulhern grew up in the small town of Windham, Ohio. The youngest of five boys, Terry learned at a young age the importance of working hard (starting in his family’s hardware store) and competing – primarily in several different sports. He earned his first paycheck at the age of 10 – and, with the strong financial habits his father instilled, Terry regularly deposited half of his earnings into his savings account. In fact, he still references his Social Security earnings statement that started in 1977.
Terry has over 35 years of experience in banking, insurance, and retirement planning. In addition to his several financial accreditations, he is also the author of the book Retirement - Congratulations You Have Been Promoted to CEO.
When he’s not working with his clients, Terry enjoys photography, as well as hunting, fishing, camping, and boating. He has three sons who graduated from The Ohio State University and two stepsons still in college. Terry and his wife, Kelli, reside in Dublin, Ohio.