About Terri
I have been in the insurance and financial services industry since 1996, following a 10-year career in law enforcement.
I offer a variety of financial services and products, including financial needs analysis, life insurance, and annuities.
My program of integrated planning offers balanced and flexible strategies for your particular financial circumstances and objectives.
Education:
Bachelor of Arts in Psychology (Magna Cum Laude), University of Central Florida 1996
Registered Health Underwriter®, The American College of Financial Services 1998
Registered Employee Benefits Consultant®, The American College of Financial Services 2001
Chartered Life Underwriter®, The American College of Financial Services 2007
Chartered Financial Consultant®, The American College of Financial Services 2016
Community Affiliations:
Trinity Episcopal Church
Fort Dobbs Chapter, National Society Daughters of the American Revolution
About Me:
My family is everything, I always have a book with me, Peloton keeps me moving, I love watching sports, and I enjoy driving the backroads in my Jeep.
