Kitsap Investment Serivces Representatives
Terri is located in Kitsap Bank’s Silverdale branch and provides financial planning services to North Kitsap, Clallam and Jefferson counties. She has worked in financial institutions since 1988 and has held securities registrations since 1992. With over 20 years of experience in the financial services industry, she has developed a well-rounded, client-centered approach. She is passionate about helping her neighbors pursue their financial goals.
Believing in the basics of financial planning, she will help to identify needs and develop customized plans for all life stages, whether it is retirement, college planning, estate planning or other financial goals. She also strives to inspire client confidence by actively educating clients in the markets and their options.
Terri and her husband of 39+ years live in Kitsap County and have 3 grown children and two grandsons. She enjoys gardening, quilting, fishing, and camping.If you have any questions or wish to set up an appointment, please contact 360-895-6420.
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