Client Services Associate
Terry joined D’Angelo Financial Services in 2016, bringing a strong foundation in engineering and legal work that made her a natural fit for the firm’s detail-oriented and client-focused approach. Lou and Danna, having known Terry for years, saw her strengths as a valuable asset during a time of growth and evolution within the practice.
As her children grew more independent, Terry’s role expanded into her current position as Client Services Associate. She works closely with the team to support client onboarding, retirement plan operations, and day-to-day service needs, always with a focus on precision and care.
Bachelor of Science in Engineering, Carnegie Mellon University
Master of Science in Engineering, The Ohio State University (with published thesis work in peer-reviewed journals)
Accredited Investment Fiduciary® (AIF®), specializing in support for business owners managing workplace 401(k) plans
Personal Interests Terry and her husband have spent over two decades restoring and upgrading their historic 1883 Victorian rowhouse. Outside of work and family life, she enjoys photography and regularly takes classes to refine her craft—some of her artwork is proudly displayed in her office.
