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Team

Terry Anderson, Principal of Wealth by Design and Management in Colorado, has a longstanding mission of helping his clients accumulate and preserve wealth.  Terry has over thirty years of experience addressing the specialized financial planning problems of his affluent clientele, implementing insurance and financial strategies crafted to meet their retirement, estate and business planning objectives.  Analyzing the risks against the need to provide continued portfolio growth potential is an important component of a successful investment plan.    According to Terry, “Wealth must be prudently managed and carefully nurtured in the hope to endure the twin ravages of taxes and inflation.”  Terry asks tough questions, then designs creative strategies, coordinates planning resources, recommends financial instruments and follows through by monitoring the results for his clients.  Terry’s clients enjoy the personalized service and attention offered by a private wealth management team.  Terry values honesty and openness and emphasizes those qualities in his business and personal relationships.   Terry attended the University of Wyoming and the University of Nebraska at Lincoln.  He continued his education by earning the designation of Certified Financial Planner (CFP®) professional.    A native of Colorado, Terry and his wife Colleen reside in Franktown, Colorado with their two children, Michael and Emily.  Terry enjoys an active lifestyle, including golf, basketball and other outdoor activities.  Terry’s passion is helping people.  He participates in many charitable activities, such as serving on several boards for non-profit organizations, volunteering at a local hospital, raising funds for orphanages in 3rd world countries, and serving as a board member for an organization that assists abused women.  Terry and his family are also very involved in local and worldwide activities through their church.

 

Terry Anderson

Certified Financial Plannerâ„¢

(303) 663-0111 Ex. 101

(303) 390-1877

tanderson@capasset.net

Jennifer Kesewaa

Executive Office Coordinator

(303) 663-0111 Ex. 102

(303) 663-0111

Jkesewaa@capasset.net

Jennifer Kesewaa is The Executive Office Coordinator with Integrated Financial Architects. Jennifer joined the firm in May of 2017. She oversees Terry’s calendar among many other things such as website changes, administrative...

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Michelle Ermentraut

Financial Executive Assistant

(303) 663-0111 Ex. 103

(303) 663-0111

Michelle@capasset.net

Michelle Ermentraut is The Financial Executive Assistant with Integrated Financial Architects located in Parker, CO. Michelle joined the Firm in December of 2016 and provides assistance with financial proposals and account...

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