Experience
Terri has been Senior Vice President with RBC Wealth Management since 2012. She was Vice President
Investments with UBS Financial Services for 13 years and began her career as a Wealth Advisor in 1996.
Terri is honored to be selected as a member of RBC’s Consulting Group, an exclusive group of advisors
recognized for their success in building consultative businesses. She is even more thrilled to be recognized as a trusted advisor to women in all stages of life for over 20 years. It’s always been her passion to educate
and empower women who may just be taking responsibility for their own finances, busy running companies, or taking over their parents affairs. She is always mindful to educate, include and incorporate both spouses in the planning and decision making process. She graduated from St. Cloud State University in Minnesota with a degree in finance/economics
She has passed Series 7, 63 and 65 securities exams and holds her insurance and variable annuity licenses.
Personal
Outside the office, she is active in the community. She was a Woman’s Club member, served on the finance committee of the Girl Scouts and was a member of the planned giving steering committee of the Pacific Symphony. She is active on the Parent Council board at her daughter's school. She was nominated and recognized as one of SELF magazine’s ‘Top 33, 33-year-olds’. In addition, she is a marathon runner and has a fantastic daughter named Summer.
