Hooker & Holcombe
Terrence Smith Jr., CFA, CPC, serves as the Retirement Services Practice Leader of Defined Contribution at Hooker & Holcombe, a position held since February 2017, where responsibilities include providing oversight and leadership to staff, strategic consulting, and relationship building with plan sponsors. Prior experience includes roles as Account Manager and AVP at USI Consulting Group, focusing on managing strategic relationships with C-suite clients, and as Managing Director in Relationship Management at Fidelity Investments, emphasizing consulting and plan design. Additional experience includes serving as Senior Project Leader at Wachovia and Client Services Manager at Charles Schwab, with a career rooted in financial services that began in 1996. Terrence holds a BSBA in Finance and Accounting from The University of Akron.
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Hooker & Holcombe
**Hooker & Holcombe has been acquired by USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm.** Since 1956, our business philosophy has been based on understanding our clients’ vision and delivering the strategic solutions needed to help them identify, achieve and exceed their retirement plan goals. Today, this philosophy lives on through teams of experienced consultants and analysts dedicated to providing exceptional actuarial, investment advisory, administrative and compliance services for employer-sponsored pension, OPEB, 401(k), 403(b), 401(a) and 457 plans. Through collaboration, these teams bring expertise, technology and innovation that assists clients with realizing superior retirement plan outcomes. Supporting participants’ desire to better understand their retirement options is key to a well-rounded retirement benefit. Our education specialist works with plan sponsors to identify participants’ wants and needs in order to customize effective and affordable financial wellness programs. Our enduring philosophy, consultative approach and reliance on best practices has helped guide hundreds of clients on the path to successful results. Shouldn’t you be one of them?