Madison Financial Planning is very happy to introduce Terri Testa as our new Client Service Manager.
Terri joined us in May and has been very busy getting to know our clients.
Terri brings extensive knowledge and experience to our firm.
Terri is a graduate of Southern Connecticut State University, with a B.S. in Business Administration – Accounting. She has over 18 years of experience in the financial services field. She worked for 8 years in financial planning administration and ten years in financial control for a variable life and annuity third-party administrator.
Terri grew up in Madison and now lives here with her husband Mike and their three sons. She loves spending time outdoors and with her family- especially at the Surf Club, her children’s sporting events, and enjoying local functions.
Please stop in or call and help us welcome Terri to Madison Financial Planning.