In her role as Chief Operating Officer, Terri leads efforts to drive growth by implementing organization-wide plans that enable the company to serve its financial advisors more efficiently and effectively, including access to a fully digitized service experience. Terri served most recently as Executive Vice President, Investor Services at Charles Schwab in San Francisco. She previously held senior leadership roles at First Command, USAA and Thrivent Financial. A CERTIFIED FINANCIAL PLANNER™ Professional, Certified Wealth Strategist, and member of the Financial Planning Association, she is highly regarded in the industry and has been featured in The Wall Street Journal, Bloomberg, CNBC, Investopedia and Kiplinger’s. Outside of the office, Terri enjoys competing in endurance sports, having run 21 marathons, including the Abbott World Marathon Achievement, and several triathlons. She also serves on The Board of Trustees for the College of St. Benedict, and previously served on the Board of Trustees for the American College. She is an active volunteer for financial literacy for women, and at St. Mary’s Center in Oakland. Terri lives in the San Francisco Bay Area with her husband of 25+ years and three children.