Terry Hall
Terry Hall, CFP®, DVM
VICE PRESIDENT OF PRIVATE CLIENT SERVICES
THall@srscap.com(303) 633-5935
TERRY HALL IS A VICE PRESIDENT OF PRIVATE CLIENT SERVICES AT SRS CAPITAL ADVISORS, JOINING THE FIRM IN 2016.
Terry received his CFP® (Certified Financial Planner-Practitioner) License in 2000 and actively manages investment assets for individuals, families, plus qualified retirement plans for small business owners.
Previously Terry founded and led Acacia Investment Advisors, LLC. Terry received his B.S. and D.V.M. degrees from Michigan State University.
After being a clinical veterinarian and owner of multiple practices for 20 years Terry began the process of returning to graduate school to pursue a Master’s degree specialization in veterinary surgery.
During the process of preparing to return to graduate school, Terry realized his interest to pursue specialization had changed from veterinary medicine to business, finance and investment management.
He changed his focus and career, and completed business, finance, and investment management training at Purdue University Krannert School of Business, Metro State University of Denver, and The College of Financial Planning.
He also provides business and financial consulting services to veterinary practice owners focusing on enhancing revenue growth and profitability.
Terry is married with two sons, two daughters-in-law and four grandchildren.