Terri serves as a lead client services facilitator for Madison Financial Planning. Terri works with new and existing clients to ensure that they receive the outstanding service for which our firm is known. She assists Craig and Kim to transform our advice and guidance into and actionable plan.
Terri has true compassion and genuineness. She responds quickly/ accurately to client service questions and concerns. She manages our appointment calendars, correspondence, applications, transfers, meeting preparation, and facilitates online access for our clients’ accounts.
Prior to joining the firm in 2018, Terri worked in the financial services field for 18 years. 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.