Our Team
Terrence Wittman
LPL Financial Advisor
Drawing from decades of experience as a registered investment advisor, Terrence helps clients define long-term investment goals and build a personalized investment portfolio to pursue them.
Terrence starts by getting to know each client personally, tuning in to their financial needs, goals, and preferred lifestyle. He specializes in customizing investment portfolios for short- and long-term investment goals, portfolio management, deferred sales trusts, financial exit strategies, and more.
Terrence Wittman, one of the LPL Financial registered representatives associated with this website, may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, IN, MI, MO, OH, PA, SC, TN, TX, WI.
Todd Gleason
LPL Financial Advisor
With over 32 years of industry experience, Todd is well-respected for his knowledge and sound advice on risk management, legacy planning, and tax saving strategies.
Todd Gleason, one of the LPL Financial representatives associated with this website, may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, MI, SD, ND,NV,TN, TX, and UT. Todd holds his Series 7 and 24 securities licenses through LPL Financial.
