Terry S Mulhern RICP

Terry leads a team of 14 financial planners and creates customized retirement income plans for those who are approaching that time in their lives.

Terry has earned the prestigious Retirement Income Certified Professional (RICP) designation, as well as 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 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 that were instilled in him by his father, 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 25 years of experience and success driving multi-million dollar sales growth and expanding revenue streams for Fortune 500, middle market, and start-up companies, with a key focus on complete retirement planning.

When he’s not working with his clients, Terry enjoys photography, along with hunting, fishing, camping, and boating. He has three college-age sons, and two step-sons. Terry and his wife, Kelli, reside in Dublin, Ohio.

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