Broker Check
Terry Sammon, EA, RICP®

Terry Sammon, EA, RICP®

Director of Business and Tax Consulting

Terry has over 25 years of experience in the Automotive Tier 1 supply chain industry, including working as the General Manager of a multi-million-dollar subsidiary of a Fortune 100 Company.  Terry "retired" 13 years ago and started 3 businesses including a tax and retirement management practice.

Terry is a member of Ed Slott's Elite IRA Advisory group, an Enrolled Agent, the highest credential the IRS awards, and a Retirement Income Certified Professional®.

Terry enthusiastically brings his business, tax and retirement planning expertise together with his "living the dream every day" attitude to his work.  He is excited to help clients live their lives to the fullest and to make a real and measurable difference within their retirement roadmap.

Terry lives in Brighton with his wife of 40 years, Cathy.  They are proud parents of their 2 children and 6 beautiful grandchildren.