For Terri, the first step in creating a successful financial strategy is carefully listening to clients to get a clear understanding of their goals, hopes and dreams. “I get a great deal of satisfaction in helping people create a retirement strategy they are excited about — one that meets their personal goals for a successful, stress-free retirement,” she says.

Terri has more than 23 years of experience helping clients with strategies for Social Security maximization, retirement income, long-term care, legacy planning and more. She holds insurance licenses for life, health and annuities. A commercial art major in college, Terri is a three-time award-winning author/illustrator of children’s picture books.

Terri and her husband of over 36 years, David, live in Fair Oaks, California. They have four grown children (Robert, Shannon, Thomas and Emily), eight beautiful grandchildren (Nate, Zeke, Millie, Ezra, Penny, Eleanor, Madeline and Samson), and a cat named Cookie. Away from the office, Terri enjoys spending time with family, traveling and participating in her book club of 20 years.

Lic. #0J23295