
ABOUT
Our Story
For the last 40 years, Terry McPartland has led hundreds of sales agents working with thousands of clients to create real results. From this experience, Terry witnessed the real results of many products and strategies; where they fail and succeed. He learned that "
"how" a product is used is the most important part of any plan and that no one Advisor has all the answers. Now, he and his team of specialists work together implementing the strategies that create the most significant and consistent results for clients. Simply put, Terry’s client’s increase retirement income, increase safety, and decrease their tax liability.

Terry McPartland
Graduating from Washington State, Terry went on to be the General Agent for Northwestern Mutual and later for Guardian Life. Terry's agencies consistently placed in the top 5 with over 100 agents at any one time under his direction.
Terry and his wife LuAnne have seven children and several grandchildren. Terry loves being with family and friends and enjoys golf, skiing, college football, hiking, and reading. He loves history with a special focus on Frontier history. You can often find him planning road trips to catch every historical site of significance along the way.​ Read Terry's full Bio

Andy Toolson
Andy Toolson first obtained his financial services licensing in 1990. After an 11 year professional basketball career in the NBA and Europe, and 4 years of coaching at the Division 1 level, Andy decided to transition full time into financial advisory, and has since worked as a VP/Financial Consultant at Charles Schwab and Company, Key Investment Services, and Cambria Capital, as well as running his own firm, Toolson and Company.
He has been married to his wife Holly for the last 32 years and they are very proud of their 6 children and 5 grandchildren.
He is now happy to be teamed up with Terrry McPartland to help their clients to enjoy better retirements-- with a higher degree of safety.