Rehmann has promoted Luke Terry, MBA, to principal in the Firm’s Lansing office. He specializes in a variety of service areas, including investment analysis and portfolio design, financial planning, retirement and estate planning, insurance analysis and strategies, and private equity and venture capital opportunities.
Terry has been a financial advisor since 2003, serving small- to mid-size business owners, high-net-worth
individuals, medical professionals and families. He focuses on portfolio construction and providing customized solutions for each client’s unique financial goals and needs.
“Since joining Rehmann, Luke has demonstrated a remarkable capacity to deliver valued solutions to his clients,” said Randy Rupp, Rehmann CEO. “We’re thrilled to have Luke contributing to Rehmann’s continued growth in Greater Lansing.”
Terry holds a bachelor’s degree in finance from Michigan State University, and a master’s degree of business administration from the University of Chicago.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400.