As a Senior Director of Wealth Management, Terri is dedicated to meeting the needs of high net worth individuals, families, executives and closely held business owners. Her goal is to form enduring relationships with her clients, built on a commitment to personal attention and superior service. Her focus is to help ensure their financial wellbeing is in order, and to provide the confidence and trust goals and aspirations are being met.
Terri has over 20 years of assisting clients to discover, consider and leverage opportunities in regards to wealth accumulation, preservation, and transfer.
She started her career at First National Bank in the Management Trainee Program after earning a Bachelor of Science in Business Administration from Wayne State College. She later moved into an expanded role as a Relationship Manager within First National Bank’s Wealth Management group and is a Certified Wealth Strategist® through Cannon Financial Institute.
Terri is proud to be a part of several professional organizations in Omaha, including the Greater Omaha Chamber of Commerce, Leadership Omaha (Class 31) and the Risk Management Association.
Terri is dedicated to sharing her time, talents and skills with the Omaha community by serving on the board of directors for several nonprofit organizations.
As Past President of the Nebraska Medicine Guild, she led efforts to provide patient-focused grants that impact thousands of patients and their families, as well as provide scholarships for the next generation of healthcare providers.
Terri serves on the Executive Boards for both the Children’s Hospital Friends Board and the Junior League of Omaha Foundation. She also volunteers for special events focused on music education through the Omaha Symphony.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.