Education:
BS Business Management, Pepperdine University
Responsibilities:
Teri’s primary duties include client investment and relationship management. Teri has more than 53 years of experience in the investment world. She is a member of the SFE Investment Committee and a shareholder in the firm. She also possesses a talent for IT.
About Teri: In her spare time, she is an avid golfer and sings with the Long Beach Chorale and Chamber Orchestra.
Financial Advisor