Terry S. Mulhern is a Retirement Income Certified Professional (RICP) with over 35 years of experience in banking, insurance, and retirement planning.
He holds a Master of Business Administration in Finance & Marketing from Case Western Reserve University and leads a team of investment adviser representatives and retirement planners serving clients across multiple states.
He is based in Dublin, Ohio, and personally works with every client to build a retirement plan around THEIR vision.
- RICP — Retirement Income Certified Professional
- MBA — Case Western Reserve University
- MDRT — Million Dollar Round Table Member
- 35+ Years of Experience
- Licensed in Multiple States