Director of Special Needs Planning
Terri has been involved in the finance industry since 1982, first working in a bank where she helped clients with annuities and other investment vehicles and then later as an assistant to a financial planner, where she specialized in helping client with their insurance needs. As a result, she is well versed in annuities, long term care, life insurance and disability insurance policies. Since joining Equanimity Wealth Planning
and Investing Terri has put her insurance knowledge to work as the Director of Special Needs Planning. In this capacity she assists families with Special Needs stay the course as outlined in their financial plan, ensuring their plans are accurately and fully funded, and are operational according to the overall estate plan as guided by their attorney. She is knowledgeable about the 529ABLE account, permanent life insurance policies and their use in funding Special Needs Trusts, and the power of annuities and their ability provide and protect income for both the individual and their caregiver.
Terri has been teaching yoga since 2008 and is 500 hour certified in Alignment yoga She is also a breath coach. These two practices have been extremely healing in her own life and she enjoys sharing this knowledge with others. She loves the mix of helping people achieve the life they want financially, and to help them feel good living that life.
In her free time, Terri loves to read and spend time with her kids and grandkids, swimming, boating and simply playing. She and her husband enjoy traveling together both on long road trips and short getaways.
- Series 6, 63, and 65
- Life, Health, Long Term Care and Variable annuity/insurance