Teri has enjoyed counseling high net worth individuals and families, not-for-profits, and corporate clients since 1997. Drawing on her corporate and family business experience as well as her strong appetite for continuous learning, Teri provides multi-generational clients with comprehensive wealth management advice and strategy implementation. She enjoys helping families craft sophisticated solutions to complex problems, identify and achieve their most meaningful financial goals and focus on the things they enjoy most. 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 an 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. She has earned Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and Certified Financial Planner Professional (CFP®) designations. She serves on the CPWA® Commission as well as the Ethics Board for the Investments & Wealth Institute.
Teri is active in supporting her community with a focus on stability for youth, health and education and 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. She and her husband, Dave, have three children, and are quickly approaching the empty nest stage of life. She has a passion for travel of all types, walking endlessly and packing as much as possible into each day. Following years of long-distance running, she now focuses on hiking the hills of the AT and the alleys and streets of the cities she visits.