
Teresa (Terri) Mansellemail
Adept Wealth Management
120 W Dayton St., B10
Edmonds, WA 98020
Edmonds, WA 98020
Professional Story
With 33 years of experience in the financial planning industry, I enjoy getting to know each client so I can understand your needs, tax issues and risk tolerance. I will help you implement a plan to help you reach your goals.
I truly enjoy my job and would like to help you and your family with your financial plans.
Hobbies
Camping, Gardening, Quilting, Spoiling my grandsons
Community Involvement
Days For Girls Poulsbo Chapter
Languages: English
Specialties:Retirement Income Planning, College Funding Strategies, Estate Planning, Financial Education, Insurance Strategies
Check the background of this investment professional on FINRA's BrokerCheck