Terry Fergus, CPA, PFS

Principal


Mr. Fergus has more than 35 years of experience serving the financial needs of a broad array of clients. His specialties include insurance consulting; executive compensation; financial, estate and retirement planning; and qualified and nonqualified retirement plans. He served for many years as a tax partner in the Cleveland office of the accounting firm KPMG LLP, where he also served as partner in charge of the Personal Financial Planning practice for Northeast Ohio. In addition, he served on the firm’s Innovation Strategies Committee and was the firm’s national director of Career Transition Services and Insurance Consulting Services. He frequently lectures to boards of directors, corporate executives and professional groups, and he has been quoted in scores of local, regional and national publications, including the New York Times, Washington Post, Financial Times and the Chicago Tribune.