Senior Director, Client Services
“I feel so fortunate to be able to work with my client families, helping them navigate all the challenges and opportunities that wealth brings,” says Teri. Whether it’s providing the insights and analysis needed to make smart financial decisions or helping a family’s younger generation learn to manage their wealth effectively, Teri is energized by the close relationships and trust she builds with each of her clients.
To her work, Teri brings 30 years of experience and a deep understanding of wealth planning strategies as well as family dynamics. Having advised parents, children, and grandparents within families, she has seen what works well (and not so well) when it comes to the successful transfer of wealth and well-being over many generations. Although Teri greatly enjoys working with couples and families, she has a special interest in advising women about their finances, enabling a sense of control, better decision-making, and peace of mind.
Designations and Education
- Master’s in Finance
- B.A. in Business Administration
Seattle Pacific University
Community and Industry Affiliations
- Planned Giving Council for Swedish Hospital