meet terry
TERRY K. LEWIS, CLU®, CFP®, ChFC®
Founding Partner of Veritas Financial Strategies, LLC
CA Insurance LIC #0778399
Terry 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 and joining New York Life Insurance Company as an agent, he served two tours of duty with the United States Marine Corps.
Specialized Designations and affiliations:
CERTIFIED FINANCIAL PLANNER (CFP) professional
Chartered Life underwriter (CLU)
Chartered Financial Consultant (ChFC)
FINRA Series 6, 63
Membership in Association for Advanced Life Underwriting (AALU)
Memberships in the Society of Financial Service Professionals
Membership in the National Association of Insurance and Financial Advisors (NAIFA)
Personal Life
Terry and his wife, Katie, live in Edina and keep busy visiting his two adult children, Justin and Jeremy, and their grandchildren Sloane, Holden, and Owen. Terry enjoys golfing, fine wine, and his daily walks with his two rescue dogs.
OUR LOCATION
3600 Minnesota Drive, Suite 100
Edina, MN 55435