Terry Thompkins

Terry Thompkins, CFP®, AEP®, CLU®, ADPA®, is the Director of Financial Planning at Level Four Advisory Services, where they lead a team in creating personalized financial plans and refining the Level Four® Planning Process. With over two decades of experience in financial services, including previous roles at Wells Fargo Advisors and Fidelity Investments, Terry has dedicated their career to addressing individual client needs. They hold a Bachelor of Fine Arts degree from Southern Methodist University and multiple financial planning certifications from esteemed institutions.