Phone: (952) 897-5011
Terry@vfstrategies.com
Terry K. Lewis, CLU®, CFP®, ChFC®
Founding Partner of Veritas Financial Strategies, LLC
CA Insurance LIC #0778399
Terry K. Lewis has been highly successful in providing strategically planned quality insurance products, financial services and wealth management services to for his clients since 1980. He works with clients as an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor. Terry’s career focus is on estate conservation, business insurance planning for succession, asset management, and key employee protection. Prior to founding Veritas Financial Strategies, joining New York Life Insurance Company as an agent, he served two tours of duty with the United States Marine Corps. His professional affiliations include membership in the Association for Advanced Life Underwriting (AALU), the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors (NAIFA). Active in his community, Terry is past chairman of the board of the Edina Chamber of Commerce, past church council president, the Edina Chamber Legislative Committee past chair, the Edina Visitors Bureau “Explore Edina” past chair, and the 2019 Edina Chamber of Commerce Business Person of the year. Terry and his wife, Katie, make their home in Edina and he has two adult children, Justin and Jeremy. He and Katie are proud grandparents to Sloane, Holden, and Owen.
