Terry Hjort has been in the financial services industry since 2000. He joined Schoenberg Kosel & Hjort Financial in 2004. Prior to joining Schoenberg Kosel & Hjort Financial he worked as an Investment Executive for USBancorp Piper Jaffray, Inc. and Raymond James Financial Services Inc. Terry provides customized financial services and investment guidance to individuals and businesses, specializing in retirement & income distribution planning and overall wealth management. Terry focuses on comprehensive investment management to help his clients pursue their goals and objectives by “Investing with a Plan”. He enjoys helping clients strive towards their financial goals. He also works with Non Profit Organizations and Business Retirement Plans to implement a prudent investment process with a thorough knowledge of fiduciary practices.
Terry received his Bachelors degree in Finance with a Minor in Economics from St. Cloud State University. In April 2007 he obtained his CERTIFIED FINANCIAL PLANNER™ designation with studies in tax, insurance, investments, retirement planning, and estate planning. Terry holds his Series 7, 63, 65 with LPL Financial as well as Life/Health/VA Insurance Licenses.
Terry is an avid football fan. When not at the office he enjoys spending time with his family and friends, going to sporting events, farming, and spending time outdoors.