Terry Schott


Financial Advisor

Can you write the future?

State(s) Licensed:   AZ, IA, MN, NC, ND, NE, WI

Phone 715-340-9506

3233 B Business Park Drive
Stevens Point, WI 54482

Terry Schott

Can you write the future?

State(s) Licensed:   AZ, IA, MN, NC, ND, NE, WI

Guiding your personal wealth with clarity

Reaching your financial goals requires a strategy. You may wonder, what happens to my plan if taxes should go up? Knowing what your risks are will help you avoid derailing your financial future and prepare you for market fluctuations. Together, we will work on your unique situation and guide you to a solution tailored to your specific lifestyle. That plan includes evaluating your investment structure and the risks involved. You need a plan not just for today, but for a lifetime. Your personal wealth is more than just numbers, it's security and prosperity.

Protect and Prepare

At Thrivent, we recognize that reaching your financial goals requires planning and preparation. Whether you are just beginning your new life together or are looking at retirement, let's look at your unique situation and help you develop a financial strategy designed exclusively for you and your family's future. You may want to look at a combination of investments and insurance products, including long term care. We're in service for you! Know you have an advocate on your side.

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A photo of our office

Stevens Point Office



M – F: 9 a.m. – 5 p.m.