Dionne Terzoli,
AAMS®
Office Manager
Financial Advisor
Coming from a fairly large family, Dionne understood early-on what having financial struggles really meant. Seeing and experiencing financial difficulties through the course of her childhood is what drove her to study and pursue a career in finance, with the intention of helping others gain financial confidence.
Dionne graduated from the local university, California State University of Sacramento, with a Finance degree at the height of 2008, beginning her industry experience just as The Great Recession took hold of America. It was during that time where Dionne gained a true perspective on what it takes to weather the storms of the market and also learned how to help clients through those hard times.
Over the course of her career, Dionne has developed skills and obtained certifications on how to best manage her clients’ assets, and has further enhanced her skillset by acquiring several industry licenses. With background knowledge and experience in banking, Dionne has an added advantage of understanding the behind-the-scenes workings of financial institutions, allowing her to provide better service and expectations to clients.
Dionne is always excited and eager to help people learn about this industry, to better equip them with navigating their own finances. To her, the best part of this job is meeting people of all different circumstances and knowing what we do as advisors can make a difference in their lives, and quite possibly change the course of their entire family tree’s financial freedom and knowledge.
Outside of the office, Dionne often finds happiness in music, and enjoys using her other gifted-talent of song by singing at her church in South Sacramento 1-2 weekends a month. She especially adores sharing her voice for an occasional wedding or funeral. Also a self-proclaimed “foodie”, Dionne never shies away from a good meal or discovering a new restaurant. But her ultimate happiness is definitely spending time with her husband and their 3 dogs at home, likely on the couch watching a great movie.
