Shane Terry ChFC®
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
Nadia Klein is a Financial Advisor at Terry Wealth Management, where she works closely with individuals and families to bring clarity, structure, and confidence to their financial lives.
She began her career in financial services in 2019 while completing her Master’s degree at San Diego State University. Starting in the industry during that time shaped her disciplined, thoughtful approach to financial planning and her ability to guide clients through complex decisions with confidence.
Her approach goes beyond traditional investment management. Nadia focuses on the full financial picture, helping clients navigate major transitions such as career changes, retirement, business ownership, and evolving family dynamics. She believes that effective financial planning isn’t one-size-fits-all and takes pride in building personalized strategies that align with each client’s goals, values, and risk tolerance.
At Terry Wealth Management, Nadia plays an integral role in portfolio strategy, client relationship management, and ongoing financial planning. She works alongside clients as a “personal CFO,” helping them make thoughtful decisions around investing, cash flow, risk management, and long-term planning.
Known for her thoughtful, relationship-driven approach, Nadia prioritizes the human side of financial advising. She understands that money decisions are often tied to life’s most important moments, and she is committed to being a steady, accessible resource through each stage.
Outside of the office, Nadia enjoys spending time with her family and values being present for the moments that matter most, an important perspective she brings into the way she advises her clients.
