Building Wealth Without Blind Spots

Terence (Terry) has spent his entire career in the financial services industry and believes that financial planning is an evolving process – with the long-term client + advisor relationship at the center. Terry gains a deep understanding of each client’s entire financial picture, in order to find solutions that match their specific objectives.

Terry began his career in 1996 on a trading desk at Spear Leads & Kellogg and subsequently worked in emissions markets at Kaufman Brothers., L.P. and as a Senior Product Manager at Dow Jones Indexes. Prior to joining Farther in February of 2024, Terry was a financial advisor at Allied Wealth Partners.

Terry holds a B.S. in Marketing from Bloomsburg University of Pennsylvania and an MBA with a concentration in finance from Rutgers Business School. He enjoys skiing, reading, spending time with his family, and can often be seen riding his bike around Jersey City.

Barbara is a multifaceted financial advisor who seamlessly balances the worlds of finance, motherhood, and wellness. As a dedicated mom and certified yoga instructor with over 15 years of industry experience, she brings a unique perspective to wealth management and understands the importance of aligning financial goals with the values of family and personal well-being. 

Beyond number crunching, Barbara guides clients towards a harmonious financial future – incorporating mindfulness into the wealth management journey. This dynamic combination makes Barbara not just a financial guide, but a source of inspiration for those seeking a holistic approach to prosperity.

Barbara enjoys walking and hiking in the Bay Area, cooking, music, and entertaining family and friends.