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.
Knowing I have a role in helping others reach their goals and achieve success motivates me each and every day.