Terri brings a level of experience and professionalism that is distinct to her role as an Account Executive and Registered Sales Assistant. She began her career in 2006 at Ameriprise Financial as an advisor and then transitioned to a client service associate. During the first 10 years of her financial career, she was able to build a knowledge base that she is able to share with clients at Crux Wealth Advisors. Terri also holds the Chartered Retirement Planning Counselor (CRPC®) designation, an industry benchmark that reflects her proficiency of the entire retirement planning process.
Terri is the first point of contact at Crux Wealth Advisors. From the first phone call, she sets the impression and overall positive tone for the client experience. Because of her background, Terri thinks like a financial advisor and can provide clients with facts about our products and prepares them with potential questions to ask their advisor, based on their needs. Her understanding of the client and account processes allow her to effectively approach her role. Additionally, Terri works with clients on a wide variety of matters from account opening, processing trade orders, and transfer of funds.
As a reliable and trustworthy source, Terri prides herself on the ability to educate clients on the financial planning process that will help to benefit their financial future, just as she would want someone to do for her and her family.
I moved to California from Washington state around the age of 19 and couldn’t imagine living anywhere else. As the youngest of seven children, family has played an active and critical role in my life.
My husband, David, and I enjoy traveling, and my family makes it a priority to travel together as much as possible. Although it’s tough to get us all in the same place at once, we have traveled to places such as Europe, Thailand and Japan.
Spending time outdoors is a pastime that I truly enjoy, and boating is one way we often incorporate the outdoors into our lives. We’ll frequently get a houseboat and go fishing. This time together results in many great memories that I am grateful to have.
When I’m not outdoors, I enjoy volunteering with the American Society for the Prevention of Cruelty to Animals, Pets of the Homeless, and at our local food bank.