Teri has been involved in the financial industry for over 40 years. Associated with Paul Mauro through the moves from big company relationships to the start of the current rendition of the independent firm of Legacy Financial Advisors, Inc.
Licensed for life and health insurance as well as security registrations series 6 and series 63. Daily responsibilities include customer service, submission and follow up of new business applications and processing death claims.
Lifelong Massachusetts resident. Parent to two adult children, Sara and Jacob. "Mimi to two toddlers, Kinsley and Kayleigh.
When not working, Teri enjoys trips to the beach (Marco Island in particular) gardening, a nice glass of wine (curtosey of Franklin Liquors- "The Family Business) and spending time with friends and family.