PROFESSIONAL
- Terri brings extensive experience in wealth management, specializing in working with high-net-worth clients. With a focus on holistic financial planning, Terri helps clients align their finances with long-term goals, including investments, retirement, cash flow, and legacy planning.
- Earned the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts.
- Earned the Certified Fund Specialist (CFS®) designation via the Institute of Business and Finance.
- Creator of the “Divorce Is Not A Bad Word” podcast and seminar series, offering insights and guidance on navigating financial complexities during divorce.
- Recognized as an exceptional public speaker in the financial industry, Terri frequently speaks at seminars and conferences, sharing expertise on wealth management strategies.
PERSONAL
- A passionate advocate for financial education, Terri volunteers regularly in the community, helping individuals improve their financial literacy.
- Founder of “Societé – The Connection Scene,” a platform that highlights small businesses in the Houston metropolitan area.
- Board member of the Doll Foundation, focusing on senior care and resources.
- An active volunteer with Asia Society Texas and Dress for Success Houston.
- Chairs The Women’s Resource – Power of the Purse Committee.
- Published the article “When Love Ends” in Revista Magia Magazine.
- Named “2021 Power Couple” alongside Daniella and Carlos Correa in LCA Houston publication.
- Terri married Brandon in 2023, and together they share their home with a spirited Jack Russell named Rocco.
ODD FACTS
- Occasionally indulges her passion for music by playing the violin, a skill she’s cherished since childhood.
- An avid attendee of fashion shows, Terri loves discovering emerging designers and supporting the next wave of fashion talent.
- Recognized by thousands as a fashion influencer, she effortlessly blends style with substance in both her professional and personal life.
- Known as a “food guru,” Terri enjoys exploring culinary arts and experimenting with new recipes at restaurants and in her own kitchen.