The life planner

Terri Dann

Registered Investment Advisor Representative, David M. King Associates
Financial Advisor, Raymond James Financial Services
T: 785.841.9517

Terri joined the company in 1986 as a financial advisor. She is also an investment adviser representative and holds a Kansas insurance license for life, health and variable annuities.

She has specialized in financial planning and learned the trade from our company's founder, David King, an early leader and advocate of the profession. Terri has been a member of the Financial Planning Association and the Douglas County Estate Planning Council. She also served on the Board of Success by 6, which provides early childhood services in Douglas County (2005-2011). She and her husband, Mike, have two children and five rapidly growing grandchildren.

In her free time, Terri enjoys gardening, cooking and genealogy research. She also helps others find information on their ancestors as a village coordinator for the American Historical Society of Germans from Russia.