Advisor Profile

Terri is a seasoned professional with over 25 years of experience in the accounting and finance industry.  As an Associate Director for Choreo’s Mid-Atlantic region, she leverages her expertise to serve high-net-worth individuals and families, focusing on personalized financial planning and client service.

In her current role, Terri is dedicated to delivering tailored solutions that help clients achieve their financial goals.  She specializes in monitoring client portfolios, preparing comprehensive financial plans, and ensuring seamless day-to-day operations within the department. Her commitment to excellence and attention to detail make her a trusted advisor and a valued member of the team.

Prior to joining Choreo, Terri worked with clients across both the private and public sectors, where she maintained and analyzed accounting records to enhance operational efficiency and deliver actionable insights.  Her ability to identify opportunities and add value through meticulous reporting has been a hallmark of her career.

Terri’s blend of technical knowledge, strategic thinking, and client-focused approach enables her to provide consistent, high-quality service and build lasting relationships.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• Holds a Series 65 Security License

EDUCATION

• B.S. Accounting, Strayer University