Terri joined 1st Choice Financial Services in 2024, bringing more than 25 years of leadership experience, organizational expertise, and a deep-seated heart for serving others. She serves as the central driver of daily operations, ensuring every process reflects our firm’s commitment to transparency and excellence.
An expert in leading through transition and growth, Terri helps guide the firm’s evolution while keeping our service personal and unwavering. Her background in building and leading high-performing teams supports the “above and beyond” experience our clients have come to expect.
Terri loves working alongside her husband, Joe, and together they are dedicated to building a business rooted in faith and family values. She is a proud mom of two daughters, is passionate about living an active and healthy lifestyle, and finds joy in the simple, everyday moments that make life fulfilling.