Terri is a Financial Advisor with Lakeshore Group Wealth Management. She is a graduate of Concordia University and St. Thomas University, earning degrees in Organizational Management & Marketing and a Master of Business Administration. With more than 20 years of experience in financial services, she has a passion for educating and being a valued advisor in helping others. She leverages her experience to provide comprehensive, customized, and strategic financial strategies to help individuals and families pursue their financial goals that match their values. Her areas of focus include retirement planning, long term care insurance, wealth management, and divorce financial guidance.
Terri lives in Lake Elmo and enjoys entertaining and spending time with family and friends.