Terrie joined Baird in 2001 and brings more than two decades of experience supporting clients and helping deliver an exceptional wealth management experience. She is committed to providing attentive service, building strong relationships, and ensuring clients feel confident and informed throughout their financial journey.
Working closely with her financial advisor team, Terrie helps coordinate client needs and supports the development of personalized strategies designed to help clients work toward their unique financial goals.
Terrie believes that strong relationships are built on trust, communication, and genuine care. She takes pride in building meaningful client relationships and helping ensure clients receive the high level of service they deserve. Outside of work, Terrie enjoys reading, photography, and pursuing creative and outdoor interests.
Terrie is proud to be part of Baird, an independent, employee-owned, international wealth management firm that has served individuals, families, businesses, and organizations for more than a century. Baird's culture of integrity, teamwork, and client-focused service aligns closely with Terrie's values. Employee ownership creates a shared commitment to doing what's right for clients and helping them achieve their long-term goals.