Your Team

Our business was established in 1971.

We are dedicated to developing long-term relationships with our clients. As an independent, fee-only advisory firm, we provide objective advice on all aspects of your financial life, and we have a fiduciary responsibility to place your interests ahead of our own. Our goal as your financial advisor is to serve your family and your evolving needs.

Terry Peschl

I began my financial career in 1970 and became the founder of Terry Peschl and Associates, Inc. in 1973. My wife, Dee, has helped me for many of these years. My relationships with our clients and our team have brought true meaning and purpose to my life.

I’m thankful for God, my wife, my family, our clients and our staff. I love each day I come to the office, but when I’m not here, I enjoy being in nature, walking, hiking and reading. I also love our country, South Dakota, and spending time at our cabin in the Black Hills.

Sam Wold

Joining the firm in 2017, I predominantly work in client service, although I enjoy all aspects of our business. I always look forward to seeing our clients when they walk through our doors; it is rewarding to see clients who feel less stress because of the service we provide them. I also enjoy seeing how happy they are when they have achieved a significant goal in their life.

When I’m not at work, I’m busy chasing my four boys. I also enjoy taking on new projects with my husband and taking trips to Hobby Lobby to make sure my craft room is ready for whatever comes next.

Maria Kerkvliet

I spent four years in banking and accounting before joining the firm in 2020. Here, my time is filled with coordinating client meetings and preparing individual financial analyses. I find it both challenging and rewarding to understand our client’s unique dreams and circumstances and then work together find solutions for them to meet their goals. I enjoy people and especially look forward to developing long term client relationships.

Outside of work, I enjoy time with my husband and two boys exploring new places; we love trips to the mountains, fishing and walking through museums. I also love reading a good book and snuggling on the couch with a movie.