As our Registered Client Service Manager, Terri leads our service team as we continually reach out to you with our customer-focused approach, striving to exceed your expectations. Having served as a Financial Advisor for 13 years, and several years in corporate roles, she brings a depth of knowledge and experience that you are sure to notice.
With a B.A. in Communications Studies, Terri worked at a global pharmaceutical company where she earned her M.A. in Computer Resources and Information Management. She then moved on to become the Corporate Information Technology Training Administrator for a global aerospace company. It was with this company she relocated from Kansas City, MO to Winston Salem about 16 years ago. Due to the continuing struggles of the airline industry, Terri switched carriers and became a Financial Advisor before joining Maestro Wealth.
In her free time, she enjoys getting together with friends and exploring wineries, restaurants, and local venues to listen to live music. Raised in a military family who lived in California and Virginia, she has an extreme love for the beach and heads to Myrtle Beach as often as she can. Terri is also a strong animal advocate, volunteering with the Animal Adoption and Rescue Foundation (AARF) to foster cats and kittens.