Terri has been a financial advisor for 30+ years. Terri specializes in assisting business owners with their strategic planning and qualified retirement plans. She focuses on getting to know the owners, executives, and participants and helping each achieve their financial goals and desires. Through her sense of humor and genuine concern, she is able to help participants understand the complicated world or retirement planning.

Due to Terri’s tenure in the financial services industry, she has a wealth of experience, navigating her clients through a multitude of financial challenges. Terri attended the university of Missouri-Columbia. She holds FINRA Series 6, 7 and 63 registrations as well as her life and health insurance licenses in multiple states. She is a registered representative with Private Client Services, Member FINRA/SPIC.

She enjoys kick boxing, yoga and running and spending time with her husband and family.

Locations Served

Overland Park, KS

6201 College Boulevard
7th Floor
Overland Park, KS 66211
Phone: 800-493-6226