Shane Terry ChFC®

President, Terry Wealth Management

Shane Terry is the President and Founder of Terry Wealth Management, a firm that provides personalized, comprehensive, and objective financial guidance for individuals, families, and small businesses.

Shane’s experience in financial services is broad and extensive having served investors in a variety of capacities since 1996. After obtaining a Bachelor of Science degree in Finance from Colorado State University, Shane began his investment career at Invesco Funds group as a Retirement Specialist. He moved to California in 1997, and advanced through the ranks of management at TD Ameritrade before joining LPL Financial in 2004 where he was Vice President of the Service Center. At LPL Financial, he interacted with thousands of independent financial advisors and gained valuable behind the scenes insight into the operations of some of LPL's top financial advisors. Shane’s implemented these best in class process’ into the daily operations of Terry Wealth Management.

Shane holds the ChFC® designation as well as FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial and is California Insurance licensed. CA Insurance Lic# OK26885

Shane is originally from Denver and lives in San Marcos, with his wife Krista and their two daughters Kaitlyn and Emily. Shane and his family enjoy travelling, game nights, sports, and most weekends can be found cheering on Kaitlyn or Emily in volleyball tournaments.

Nadia Klein

LPL Investment Advisor Representative

Nadia joined the Terry Wealth Management team in 2019. Originally from the Los Angeles area, she relocated to San Diego to pursue a master’s degree at San Diego State University after obtaining her bachelor’s degree from Cal State Northridge. Nadia brings her enthusiasm and background in customer service, public relations, and social media management to the Terry Wealth team. When she is not working, Nadia enjoys spending time at the beach with her family and her dog Noodles. She is also an avid viewer of the Food Network and enjoys exploring new restaurants all over the city.