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Teri joined the company in April 2013 after a 13 year career as a Financial Advisor in Wichita Kansas. She spent the majority of those years at another brokerage firm managing investment portfolios with a number of years at a firm specializing in insurance and financial planning. She believes in staying well-educated about current market conditions and viewing client situations from a comprehensive view. She is happy to be a part of a team that shares the same clientcentered focus.
Her expertise is in portfolio analysis, research and insurance planning. Teri’s knowledge of insurance and estate planning strategies are beneficial to clients throughout the financial planning and wealth management processes. She believes strongly in providing education to the clients we serve about the investment process and assisting the team provide great service.
Teri attended Fort Hays State University and Tabor College Wichita while studying business management. Prior to her financial career, Teri worked in social services with individuals who have disabilities. Although a different industry, her responsibilities entailed understanding individual needs, developing personalized plans and assisting in their implementation. Teri still feels passionately about equal opportunity for people with disabilities.
Teri and her family relocated to Lawrence in 2012. Teri's son Nico is a student at KU with a double major of International Studies and Political Science. Her daughter Jaycie attends a local high school working toward academic goals while being a member of the varsity basketball team. Jaycie also is a member of the DMKA team, assisting part-time through summers and school year. Much of Teri’s time is spent enjoying basketball games as well as volunteer, civic and art activities in Lawrence.