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. With Equanimity Wealth Planning and Investing she manages the Financial Planning process for all our planning clients by organizing all the data gathering, data input, constructing the plans, handling the compliance requirements, and coordinates our planning calendar.
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.
Licenses
- Series 6, 63, and 65
- Life, Health, Long Term Care and Variable annuity/insurance