With a career spanning over three decades, Terri has established herself as a dedicated and experienced professional in the financial services industry. She began her journey in 1990 and became registered in 1997.
Terri’s approach to management and team building is centered around doing right by her people, encouraging and helping them grow. She believes that by fostering a positive and supportive environment, she can create a strong and cohesive team.
Throughout her career, Terri has worked with several prominent firms, including LPL, Inter Securities, Morgan Stanley and CFS/SPF. She has held various roles, including new accounts, customer service line, operations management, recruiting and transition, branch auditor and vice president.
Terri’s primary goal when working with clients is to satisfy their needs quickly, provide support and education and build a personal relationship with them. She passed the Series 7, 63, 66, 9 and 10.
In her free time, Terri is involved with various community groups and organizations, including the San Diego Blood Bank, where she is a donor and volunteer and America’s Finest City Softball League, which she helped bring to the World Series in San Diego. The league was founded in 1981 to support the LGBTQIA+ community and Terri is proud to be an ally.
On a personal note, Terri lives with her mom, daughter and dog Gemini. She is an avid sports fan, cheering for the San Diego Padres, Boston Red Sox and LSU Tigers football team. Terri has also been involved with the San Diego softball leagues for years, scorekeeping her daughter’s games and participating in multiple tournaments. She enjoys traveling, trying new foods, meeting people and learning about history and architecture. Her favorite destination so far is the Amalfi Coast of Italy, and she is looking forward to exploring more of the world, with Alaska being her next destination.
