Hi! I’m Teri

Growing up, I’ve been well-acquainted with the less fortunate in our society. When I suffered from a bad traffic accident later on in life, it further cemented my belief that every individual should stay prepared for unforeseen circumstances.

As such, I go through great lengths to ensure that my clients’ needs are met and served well. I build strong, lasting relationships with my clients in order to understand their challenges and goals. It’s my joy to help clients address their concerns and suggest solutions that keep them on the right track in their financial journey.

In the busy and complex world we live in, financial planning may slip our minds. That’s why I believe that my role as a financial advisor plays a crucial role in shaping the way my clients plan for their future and retire with a peace of mind.