Terri brings over 50 years of experience in the insurance industry, having worked with Mutual of New York, Union Central, and Guardian before joining Wealth Advisory Group. Starting in administrative roles, she now serves as the firm’s receptionist, where she finds great fulfillment supporting staff and clients alike.
Known for her warm and welcoming presence, Terri values the collaborative and respectful culture at WAG. She thrives in an environment where teamwork and knowledge-sharing are priorities, and she appreciates the company’s commitment to fostering a positive and inclusive atmosphere.
Terri has been with the firm for 14 years, during which her responsibilities have grown, and she has developed a keen sense of organization and timeliness. She treasures the fun and memorable moments shared with colleagues—from festive staff days and holiday outings to Saratoga trips where friendly competitions add to the camaraderie.
Above all, Terri loves the ease and comfort of working alongside her supportive team, taking pride in witnessing the personal and professional milestones of those around her.