David Terry

David Terry has extensive experience in the financial services and real estate industries. Currently serving as a Financial Services Advisor and Regional Business Development representative at Five Rings Financial, LLC since February 2007, David focuses on helping middle America with Tax Free Retirement and wealth protection strategies. In addition, David worked as an Independent Agent at REVOLT HEALTHCARE ALLIANCE from January 2021 to June 2024, delivering healthcare savings and benefits to clients. Previous roles include ownership of Lifestage Planning, Inc. and RD Promotions, LLC, as well as positions in real estate, lending, and sales, showcasing a diversified expertise in financial planning, risk management, and client service.