Terra J. Thurgood, CFP^®

CDFA^®

Wealth Advisor

The Martin Worley Group

6965 Union Park Ctr. Suite 420
Cottonwood Heights, UT 84047

+ 1 More Location

The Martin Worley Group

634 S 3000 W
Syracuse, UT 84075

FINANCIAL ADVISOR'S WEBSITE

www.martinworley.com

(800) 565-9788

+1 More Number

(801) 568-9788

CONNECT WITH Terra

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Non-Commission

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$200,000

General

Terra Thurgood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Martin Worley Group in Cottonwood Heights, UT and the surrounding communities.

Financial Advisor Overview

Terra is highly active in her local community, has served on several parent, community and school boards and is a volunteer with her church and with the 4H horse program. Growing up on a farm in Ohio she learned the definition of grit and continues to enjoy the fulfillment of a hard day’s work whether by making plans and mending fences in the boardroom or doing so in her pasture. She is happiest when spending time with her husband and five (yes, FIVE) daughters. If there is not a Buckeye football game to watch, you'll probably find them huddling over a recipe in the kitchen, tackling another new project outside, or occasionally taking a time-out to relax on horseback somewhere high in the mountains of Utah.

Financial Advisor Experience

Terra has been in the financial services industry since 1998. She graduated with her BS degree in accounting from Weber State University in 2004 as a Goddard Scholar in the top ten of her class. She earned her CFP® certification in 2014 and serves as a mentor for the CFP® Board Center for Financial Planning Women’s Initiative (WIN). She oversees our independently registered, fee-only planning firm’s operations and compliance and as an advisor works to simplify the complex financial world for our clients. Terra has a genuine concern for her clients and as a CFP® professional considers all aspects of each unique situation when guiding clients through various stages and sometimes unexpected transitions in life. As a Certified Divorce Financial Analyst®, or CDFA® practitioner, she can help those going through divorce work towards an equitable settlement as an independent, expert financial consultant for both parties. Having personally experienced the upheaval of divorce and the financial complexities of blending families, she strives to ease the financial uncertainty during and after such a transition allowing clients to regain financial confidence and look again toward the future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CDFA^®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory Services are offered through The Martin Worley Group, LLC, a Registered Investment Advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances