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Our Team – Terry

OUR DEDICATED TEAM

Terry Szilasi

Investment Advisor

Growing up as a global nomad due to his father’s Army career, Terry Szilasi embraced change from a young age. Living in places as diverse as Taegu, Korea and Coeur d’Alene, Idaho, he found himself in Greenville, South Carolina, where he pursued a degree in Religion. Terry’s remarkable journey includes planting a church in Montana before returning to his roots in North Idaho and Eastern Washington during the 1990s.

Terry’s dedication led him to a four-year tenure at New York Life, where he honed his skills as a producer, guiding individuals to identify and strengthen their financial foundations. During this time, he pursued advanced education at The American College of Finance, achieving three designations: Financial Services Certified Professional, Chartered Financial Consultant, and Retirement Income Certified Professional.

Now, as a vital member of the Forthright Capital Partners team, Terry brings his extensive expertise and unwavering passion to empower clients on their journey towards a secure and prosperous retirement. With a focus on building robust financial strategies, Terry leverages his unique background and comprehensive knowledge to craft personalized plans that pave the way for lasting financial success.

Beyond his professional pursuits, Terry finds solace in the company of family and friends, often enjoying a ball game or relishing the serenity of a lakeside retreat during the summer months.

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