Terrence M. Heafey, CFP®, AIF®

 
 

Certified Financial Planner™️
Accredited Investment Fiduciary®

KEY EXPERIENCE
As a Certified Financial Planner™️ with over 25 years of industry experience and a degree in Finance from DePaul University, Terry enjoys working with business owners, professionals and anyone who is ready to take a serious look at achieving their financial goals and dreams.


KEY MESSAGE TO CLIENTS
“I look forward to taking the time with you to understand your financial goals to create plans that make sense for where you are in your financial life. We strive for you to gain clarity and confidence. This is what leads to making wise decision about your money.”


LIFE ISN’T ALL BUSINESS
Terry is married to Jennifer Hill and they are active with their two teenage daughters. Terry is an active volunteer within his local community. His service has included serving on several local boards as well as a long-time Palos Lions Club member. When not engaged at work, Terry enjoys traveling with his family, climbing mountains, playing piano and tennis. You can often find him running or riding his bike around Palos getting ready for his next adventure.