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Team

Our wealth management team consists of experienced professionals with a "hands on" approach to financial education and guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about helping them work towards their goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.  Click here to be directed to our tax and accounting team* members.


*Not affiliated with Cetera Financial Specialist or Cetera's named firms.


 

Terry is the managing partner and a financial advisor at McCullough and Associates, LLC. Terry serves his clients by providing knowledge on matters including tax planning, portfolio management, family wealth planning, retirement income...

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Jim is a financial advisor at McCullough and Associates, LLC as well as a CERTIFIED FINANCIAL PLANNER™. Jim serves his clients by providing knowledge on matters including tax planning, portfolio management, family wealth planning...

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Karla is a financial advisor at McCullough and Associates, LLC as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Using financial planning solutions designed to support your financial well-being, Karla will work with you...

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Terri is a financial advisor at McCullough and Associates, LLC. She is a Registered Representative of Cetera Financial Specialists LLC and an Investment Adviser Representative of Cetera Investment Advisers LLC. In order to better...

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