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Meet Our Team
We Are Here To Help
Terry is a graduate of Punahou School and the University of Hawai‘i at Mānoa College of Business. His commitment to community service began in his youth through his affiliation with the Boy Scouts of America, where he earned the rank of Eagle Scout. Terry’s commitment to the community included volunteer leadership for Easter Seals Hawaii and the American Diabetes Association. Additionally, The Terry Lee Scholarship for Excellence has provided more than $100,000 in scholarships to local students at the University of Hawai‘i entering the business realm.
Outside of the finance world, Terry is an accomplished musician and athlete. His collection of Hawaiian music won the Hawaii Music Awards Contemporary Album of the Year in 2001. As a former volleyball player, Terry competed in 10 national tournaments and coached high school athletes. He holds a black belt in Jiu-Jitsu and currently serves as a self-defense instructor and NASM certified personal trainer.
Check the background of this investment professional on FINRA’s BrokerCheck.
Our Team
The dedicated investment professionals of LFG (with over 240 years of combined experience in the financial industry) believe in the importance of cultivating personal relationships with clients to understand their concerns and help them reach their goals.
Our Team
The dedicated investment professionals of LFG (with over 240 years of combined experience in the financial industry) believe in the importance of cultivating personal relationships with clients to understand their concerns and help them reach their goals.
Nora Foley
Chief Compliance Officer
Charlotte Meyer
Lee Ann Y. Matsuda
Kathy Lum
Vice President
Senior Wealth Manager, AIF®
Charlotte Teruya-Westcott
Senior Wealth Manager
Sarah Kleinschmidt
Stephanie Kuwaye
Wealth Manager
Jandi Iha
Shari Toyama
Administrative Coordinator