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 more as the kids are recent college graduates..