Terri is a Wealth Advisor dedicated to empowering individuals
and small businesses to achieve their financial success and confidence. With
over 18 years of experience in the financial services industry, she is known
for her personal attention, and commitment to her clients’ best interest.
As a
Wealth Advisor, Terri is committed to building long-lasting relationships built
on trust, integrity, and open communication. She takes the time to listen to
her clients’ needs, objectives, and concerns to help ensure that she delivers
personalized financial solutions that align with their goals. Her passion is
working with independent women navigating financial changes, (Divorcee, Widows,
and Small Business Owners) offering them education, clarity, and confidence
when navigating a path towards their financial goals. Her mission is to empower
women to feel confident in the ability to make smart financial decisions, so
they can live the life they choose. She also holds the designation of Certified
Divorce Financial Analyst® to provide comprehensive financial guidance to those
navigating the financial complexities of a divorce.
Terri
currently lives with her two daughters, Maddy & Gracie, and her grand-pup
Ella. Her passion has been to make a positive impact on others’ lives through
education, guidance, and community give back. She is currently serving as
President of Little Black Book: Women In Business Riverbend Chapter, and serves
on the Leadership team for the Extreme Business Builders BNI Chapter in
Edwardsville. When she is not in the office, you can find her volunteering or
fundraising for various organizations throughout her community, golfing,
reading, and spending time with family & friends!
My
mission: To empower you to feel confident in the ability to make smart
financial decisions, so you can live the life you choose.
