"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.
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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!

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© 2021 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2021  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.