"Master your retirement and be as prepared as possible!
- Terri"

Master Retirement

Ask Terri!

Terri, an experienced mental health clinician, is here to help you navigate the emotional side of retirement. Having a combination of financial aid and wellness expertise available will be invaluable in helping you thrive throughout your retirement years!

Get to know Terri!

I just retired from Intermountain Healthcare after 30 years where I was the Director of the Intermountain Employee Assistance Program and the employee wellness program, LiVe Well. I had the privilege of influencing thousands of employees to be happier and healthier and was known for my caring and nonjudgmental love of others. I’m a licensed Clinical Social Worker with a Ph.D. in Social Work.
You’ll recognize me by my smile that takes up my whole face, my contagious laugh and my resemblance to Judi Dench. I live on a farmette where I have a dog, horses and visiting elk, deer, fox, and the occasional skunk. Reading is like breathing to me and I am always open to a good book recommendation. My favorite stores are Nordstrom and IFA and I enjoy grooming horses as much as Broadway plays. Spending time with my family, traveling, antiquing, hooking rugs, and taking classes to learn even more, are my sources of energy and happiness, along with diet coke.
Drop us a line

Get in touch.

Are you ready for your financial future? Are you confident in retirement? Reach out and have our team align your goals with a proven strategy!