Terri has been a part of the GamePlan family since 2016. She was well-known here long before that, however, as she spent the prior 15 years with a major insurance carrier, where she was responsible for driving top-line, bottom-line, and quality goals, as well as setting strategy for organizational design and acquiring and developing sales, marketing and senior leadership talent. A former Marketing Director, Terri led a team responsible for developing sales and promotional materials for fixed index annuities and life insurance products. She now works with others in senior leadership to design and evolve our value-add programs to ensure ongoing success in a changing marketplace and regulatory environment. She holds a Series 6 securities registration, and is also life and health Insurance licensed. A self-admitted workaholic, Terri is known for answering e-mails well outside of normal work hours, including from the beach while on vacation. As in she actually replies to e-mails from a chair on the beach, not just “the beach” referring to vacation in general. We may have to put parental controls on her company phone, but we’re here to support her however we can.
Terri and her husband of over 30 years, Jim, have an amazing daughter and son. Their affection is torn, however, between them and their perfect grand puppy. They love traveling, and family vacations are still a priority. Having always wanted to be in a band, but never given the opportunity, Terri secretly hasn’t given up hope on that one yet.