Terri is a Senior Registered Client Associate in the Eagle office. During her 25 year career, Terri has worked for a variety of financial service firms including money managers, brokerage and banking companies. She is fully licensed and has an extensive background in a variety of investment vehicles. She is "FINRA Series" 7, 63 & 66 registered.
Terri was born and raised in Montana and moved to the Boise area in 2002. She has two grown daughters, Danielle & Sierra, and a grandson, Sebastian. She enjoys spending time with her family and loves to camp, fish and play in the out-of-doors.