9961 Brewster Lane Ste. 200
(614) 300-5657 ext 1657
Terrie has more than 17 years in the financial services industry, beginning in 1995. Terrie attended Marshall University for 2 years in her hometown of Huntington, WV. She subsequently graduated from Western Michigan University in Kalamazoo, MI with a bachelor's degree in Corporate Finance and a minor in Economics.
While she has experience and specializes in assisting clients with goal planning in all stages of life for retirement, education, and wealth transfer, Terrie also specializes in the area of Women In Transition. She has a passion for working with women at all stages of their lives, but especially when a life event creates financial questions requiring specialized advice.
Terrie's personal commitment to her clients is to provide them with customized service to assist in the pursuit of their financial goals. Terrie takes a client centered approach, with integrity and confidentiality being of utmost importance. She meets with her clients periodically to make adjustments to their portfolios in the attempt to solidify their path to success.
Licensing and Professional Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Registered General Securities Representative (FINRA Series 7 through LPL Financial)
Registered Uniform Securities Agent (FINRA Series 63 through LPL Financial)
Investment Advisor Representative (FINRA Series 65 through Stratos Wealth Partners)
Ohio Long Term Care License
Pursuing Certified Divorce Financial Analyst (CDFA™) – expected completion 1Q2018