Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
A California native, I have my Bachelor of Science degree with a concentration in Finance from Sacramento State University.
My strengths include: strong business ethics, effective communication skills, attention to detail, and a compassionate and caring heart.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Teri’s Licenses and Disclosures