Terrie Amundson is a CERTIFIED FINANCIAL PLANNER™ who Helps Recent & Pre-Retirees Pay Less to the IRS.

 

Terrie graduated from Luther College in 1993 with a degree in Math Education. As a skilled educator, he mastered the art of simplifying complex ideas, using this expertise for over three decades to empower clients in making confident financial decisions.

In 2013, Terrie earned his CFP® certification, the gold standard of excellence in Financial Planning. This prestigious designation reflects his unwavering commitment to upholding the highest ethical and professional standards, with his core focus on acting as a fiduciary and always prioritizing his clients' best interests.

Devoted to his family, Terrie and his wife Christie are proud parents of seven children. He actively supports his kids' youth sports teams and dedicates time to the local nonprofit ACES (Athletes Committed to Educating Students).

Terrie is also a dedicated fundraiser for The Salvation Army, supporting Minnesota's homeless population. Additionally, he volunteers his tax expertise to the IRS's Tax Counseling for the Elderly program, specializing in pensions and retirement-related matters for individuals aged 60 and above. Terrie's dedication to serving others embodies his core values and genuine desire to create a meaningful impact in people's lives.