TERRY SCHORN

Terry Schorn is an employee benefit specialist within the Customplan Financial Advisors employee benefits division. He has 20 years of valuable and relevant experience in this arena. Terry is sought after in his field, and gives freely to speak at industry meetings and training sessions.

Key areas of expertise include marketing a strong team of professionals who bring years of experience in the areas of tax effective compensation for key employees, as well as cost effective and innovative employee benefit plans. Terry also assists financial advisors in growing their businesses in the areas of employee benefits, executive compensation, and shareholder funding.

In the past, Terry operated as an Investment Advisor in Vancouver and San Francisco. Terry also has experience dealing with small to medium sized businesses, specializing in financing from the private and public sector.