About Terwedo Financial Services

Terwedo Financial Services is a family-owned business with a knowledgeable staff dedicated to service to our clients and service to the community. Although we come from a variety of different backgrounds and have a multitude of unique interests, one thing that we have in common is that we love coming to work.

When we say that we're "Serious about your money. Excited about your life,"  we mean it.


Our Team

Dale Terwedo, the owner and financial advisor, has more than 30 years of financial planning and wealth management experience, is involved in numerous professional and community organizations, and has been awarded several community honors.  His staff is pretty excellent, too.


Community Involvement

We care about the people around us, whether they’re clients or not.  All of our employees are active participants in various community organizations such as the ones listed below.  We do it because we believe in increasing the quality of life for others.