Terri Rowe, Certified Financial Fiduciary®

At a young age, I worked for a mutual fund company filing statements. During my time there, I was inspired to learn more about the investment services. Soon after, I began my career in the financial industry, where I have worked for almost 4 decades! Talking with clients and helping them feel comfortable and confident is my favorite thing about coming to work each day.

I am a proud wife to my husband, Kenn, and mother to my son, Justin, who serves our country in the Navy. I hold an array of licenses including Series 7 and 66. I like to tell our clients “always forward, never back” and it’s privilege to help guide them through their financial journey.

Outside the office, I enjoy music and movies, and I even save all my concert tickets! My husband and I are also members of the local Harley Owners Club that annually holds various fundraisers for charities and groups in need.

I look forward to working with you in this new chapter!