Terry A. Boulter*

Terry A. Boulter*

Associate

Phone: (801) 424-0020
Fax: (801) 424-0030
E-mail:

Professional Philosophy

 

"I'm committed to providing my clients with customized solutions to their specific insurance and financial security needs.  I will analyze my clients' financial situations, ascertain their goals, and recommend the appropriate products and services to help make their future more secure."

 

Professional Experience

  • Involved Financial Services Business since 1964
  • Taught classes for CE credit
  • Taught CLU & LUTC classes

Education

  • BS Financial Services - University North Florida, 1995
  • CLU, ChFC & LUTCF Designations

Associations

  • President, Utah Chapter of Society of Financial Service Professionals 2008-2009
  • President, Valley Association of the National Association of Insurance and Financial Advisors (NAIFA) 2006-2007