Terri joined InvesTrust Weatlh Management in 2006 and serves as an Investment Analyst for InvesTrust Consulting and an Operations Specialist for InvesTrust. Terri’s duties include consolidating and analyzing financial data, verifying manager performance, and preparing investment reports for clients. Terri is dedicated to ensuring the needs of our clients are handled through exceptional service.

Before joining the firm, Terri worked 10 years in the transportation industry as a transportation supervisor and seven years in the banking industry.

Outside of work, Terri and her husband Mark enjoy traveling and spending time with their family.