At Terry Peschl & Associates, Inc. our exceptional staff has 100 years of combined experience in the financial service area.
Terry Peschl serves as President of the firm and is passionate about his involvement with financial consulting and planning for clients. Terry attended the University of South Dakota, the University of Hawaii and Huron University where he received a degree in business management and accounting. Terry worked in his family’s business for three years before beginning his financial career and subsequently starting his own financial planning business in 1972 which has been located in Watertown since 1973. The firm initially specialized in pension and profit sharing plans but has evolved into a comprehensive financial planning and wealth management firm. Terry is a member of the Financial Planning Association, has been a featured speaker at several financial seminars and has received numerous honors over his financial career. Terry enjoys spending his free time reading and keeping abreast of changes in the financial industry; he also enjoys church and family activities as well as time spent outdoors especially at the family’s Black Hills home.
Amy Peschl Batta
Amy Peschl Batta joined the family business in 1996 and serves as Vice President. Amy enjoys working with clients to develop and monitor their financial plans. Amy is a 1993 graduate of Creighton University in Omaha, NE where she received a major in Exercise Science and a Business minor. Amy is a member of the Financial Planning Association and has completed the Certified Financial Planner ® certification Professional Educational Program. Away from the office, Amy enjoys staying active in the local community and church groups; she enjoys spending time outdoors, time with her children, Sam and Ryanne, laughter with friends, traveling and practicing yoga.
Tom Batta joined Terry Peschl and Associates, Inc. in January 2003 after ten years of teaching and coaching experience. He now serves as Secretary of the corporation and is involved with financial consulting and planning for clients and in developing new client relationships. Tom is a 1991 graduate of The University of St. Thomas in St. Paul, MN where he received a degree in Education. Tom enjoys all athletics and outdoor activities. When away from work, he enjoys spending his time with family, exercising, traveling and church activities.
Debbie Engels joined Terry Peschl and Associates, Inc. in December 1982 and is our client planning director. Her primary area of responsibility is the coordination of financial plan analyses, new account implementation and client service. Debbie is familiar with all aspects of the firm’s administration functions. In her time away from work, she enjoys spending time with her family and friends, reading and traveling.
Sam Wold joined our firm in 2017. Sam was born and raised in Watertown. In her spare time, she and her husband, Jake, enjoy spending time with their three boys. She also enjoys vacationing, fishing, crafting and time with family and friends.
Dee Peschl is Treasurer of Terry Peschl and Associates, Inc. and has been involved with the firm since its inception. She enjoys her church community, crafts, gardening, walking, and spending time with family and friends.
For financial planning you can count on from a team you can trust, contact Terry Peschl & Associates, Inc. today!
Investment Advisory Services offered by Terry Peschl & Associates, Inc. a Registered Investment Advisor