What are our clients saying?

You can learn to understand long term investing so that you have the confidence to speak intelligently about investing long term and execute a well thought out financial plan for yourself. Check out others just like you that have made a financial commitment to the future. 

School Counselor & Real Estate Broker

Tasha Young

She is passionate about helping others. She works as a school counselor in Chicago, and she also sells real estate in the Chicagoland area. She's earned a BA in English and Secondary counseling and a MA in School Counseling. She loves to read, teach, and learn from as many different people as she can. Reaching out to others and helping them find solutions to their problems is one of the many ways of practicing her Christian faith. Outside of work, you will find Tasha spending time with her large family which consists of 3 children, 3 grandchildren, her beloved dog Jelly, and her many other family members whether through heritage or friends that are grafted into her family.

Director of Church Operations & Policy and Communications Assistant

Rickey & Courtney Peterson

Rickey and Courtney Peterson are homeowners in the Woodlawn neighborhood of Chicago’s south side. Rickey is the Director of Church Operations at Judson Baptist Church and is pursuing a Master’s of Divinity at Moody Bible Institute. Courtney is the Policy and Communications Assistant at the Institute for Housing Studies at DePaul University where she is also pursuing a Master’s of Public Policy. The Petersons have committed to a life of service through ministry and public leadership. They both can confidently say that their relationship with Conrad Terry has set them on the track for a peaceful and thriving retirement.

“Conrad has shown me that saving without investing would never give us the kind of retirement we need--we just don’t make enough. But investing has already shown an exponential increase in our retirement finances.” - Rickey


Erika Washington

Erika is a graduate of University of Michigan Law School and currently an attorney She has been working in her speciality and passion of criminal law for the last 3 years. Erika is a Chicagoland native and she enjoys being active in the legal community as well as the village where she currently resides. 


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