Terry Farrar, CFP®
Owner
After completing my education at Baylor University and Southwestern Baptist Theological Seminary, I moved to Bay City along with my wife, Dianne, in 1984 to serve as the Minister of Youth and Activities at First Baptist Church. In 1991, I left the full time ministry to start my own business selling life insurance. Through the years I have expanded my business to include financial planning, stocks and bonds, and supervision of other licensed representatives. Currently, I am a Registered Principal with United Planners Financial Services.
My most exciting venture is working as an official NFL statistician for the Houston Texans.
My team includes Janice and Kelsey, client experts constantly working to make your experience be beyond your greatest expectations. Janice is my implementation specialist who seeks to make sure all of our clients’ needs are met. Kelsey is our Minister of First Impressions in charge of our client relations, social media, and client events.