Client Service & Operations Manager
Terry has been with PMG Wealth Management since opening the doors in 2007. With a background in administration, she truly enjoys the personal contact with clients this position brings while handling all the administrative issues of our practice.
Terry continued her learning along the way earning her Paraplanner Designation and assists in preparing financial plans for clients.
Her passions include spending time with her family, her dog, and being able to travel. She has also perfected her Chicken Surprise recipie. (LOL, this receipe was on her 2007 website bio and since she has refused to add her photo to this page, be sure to ask her for this receipe when you visit PMG.)