After roughly 20 years in public accounting and the banking industry, Terri wanted to use her financial experience on a different platform. She brings her extensive CPA knowledge to our firm, overseeing trades, helping with tax planning and analysis, and assisting with operations.
She began her CPA career in 1997 working for Soundmark partners, John Buller and Todd Flynn at their public accounting practice. Admiring their integrity, professionalism, and level of client service they embodied, she was thrilled to reconnect with them 20 years later at Soundmark Wealth. With client relationships at the forefront of her priorities, Terri focuses on creating and maintaining long-lasting connections, while helping clients achieve their financial goals.
During her free time, Terri enjoys reading, writing, traveling abroad, and visiting her adorable niece and family.