Terry is responsible for the administrative activities of HFS Wealth Management. She has been a team member since 1995 and draws on her abundance of experience to support the Wealth Managers and their clients. In addition, she assists with new account paperwork, billing invoices and acts as a liaison between the Firm and its custodians.
“I believe that all our clients should be happy and satisfied.”
Terry enjoys researching, troubleshooting and coming up with problem solving solutions. Ultimately, Terry ensures that the administration surrounding your relationship with HFS Wealth Management is managed effectively and correctly.
Outside of work, Terry enjoys spending time with her three grandchildren or exploring with her mom.
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