Terri serves as a Partner and Wealth Advisor for WA Asset Management. She is responsible for client relationship management, comprehensive financial planning, portfolio management, and business development. Since 2003, she has helped clients feel more comfortable with their finances through planning and designing investment portfolios to meet their life goals. Terri has a particular interest in helping independent women become financial leaders in their lives.
Terri comes to WA Asset Management from the merger with BT Wealth Management in July 2022. Prior to BT Wealth Management, Terri worked as a Private Wealth Advisor at HC Advisors and PFM Capital Management, investment advisory firms in Atlanta. She has also worked as a Client Service Specialist with Charles Schwab, Morgan Stanley and Lincoln Financial Group in Birmingham, Alabama.
Terri is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and earned a Bachelor of Arts in French and International Studies from Birmingham-Southern College. Post-graduate studies include a Certificate in Financial Planning from Boston University. She is past President of the Financial Planning Association of Georgia (FPA) and currently serves as Chair of the Board. Terri is a member of the Atlanta Estate Planning Council and a graduate of the Community Foundation of Greater Atlanta’s Philanthropic Advisor Leadership Institute. She is a past President and board member of the Women’s Leadership and Development Committee at Bennett Thrasher.
Terri is a mother of three, and her personal interests include the ballet, competitive ballroom dancing, and visiting family in Scotland.