Client Services Associate
As Client Services Associate, Teri’s role is to gather information and prepare material for Financial Progress Report meetings. She also provides clients with administrative and technology support. Teri’s strengths include meticulous attention to detail, organizational and computer skills, customer service and management. She joined the firm in May 2016.
Teri’s previous experience includes 20+ years of service as an Executive Administrator to the CEO & President of Companies such as APR Energy, Steinemann & Company and Flagship Communities. Her experience has included implementing processes and procedures, domestic and international travel arrangements, human resources, Real Estate transactions, project development and property, and office management.
She lives in Ponte Vedra Beach with her dog, Oscar, and has two children and 4 grandchildren, with whom she is very close and loves spending time. She enjoys biking, cooking, tending to her flowers and being outdoors at home, the beach or on the Toccoa River in the mountains.