Terry McCaffery

CFP®
Founder, Wealth Advisor

Terry McCaffrey is Co-Founder and Wealth Advisor of VestGen-Chicago.  Previously, Terry was at Optimum Investments from 2009-2024 and served as its CEO and Chairman.  Prior to his time at Optimum, Terry was the President of LaSalle Financial Services in Chicago. Terry has worked in the investment and business community for over 30 years, delivering value to his clients.

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