Teri has enjoyed counseling high net worth individuals and families, not-for-profits, and corporate clients since 1997. Drawing on her corporate as well as family business experience, Teri provides multi-generational clients with comprehensive wealth management advice and strategy implementation. She enjoys helping families craft sophisticated solutions to complex problems to identify and achieve their most meaningful financial goals. She joined Baird following a ten-year consulting and treasury management career in the consumer finance industry.
Teri received her bachelor’s degree from the Indiana University Kelley School of Business and MBA from the University of Evansville. She completed the Security and Industry Institute® course of study at the Wharton School at the University of Pennsylvania and is a Registered Investment Advisor Representative. She has earned Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), Certified Financial Planner professional (CFP®) and Chartered Wealth Advisor (CWA®) designations. She serves on the CPWA® Commission as well as the Ethics Board for the Investments & Wealth Institute.
Teri actively shares her time and talents to serve her community with a specific focus on health and education. She was honored in 2005 by the Diocese of Evansville and St. John the Baptist Catholic Parish with the Simon Brute Award for service to her parish. Teri and her husband, Dave, enjoy traveling with their children, Lexi, Ian and Alex. She feels accomplished to have completed the Chicago and Marine Corp marathons in 2010 and still hopes to one day participate in the New York marathon.