Terri founded TNA Financial Group™. A financial services company specializing in helping business owners develop, grow, and protector their retirement. The company serves clients in over 22 states. As a highly sough after consultant and coach, Terri is committed to build, grow, and protect her clients' wealth from financial infirmities and inflation changes. She educates with proven strategies and financial principles to provide solutions to her clients. She personally has over 300 clients to date most are business owners and entrepreneurs.
Before transitioning into full-time entrepreneurship, Terri served as a STEM Academy principal and instructional coach. She has a Masters degree in education with a concentration in STEM and a Small Business Institute Certificate in Entrepreneurship from Southern Methodist University. Terri graduated from Christian Brothers University with her undergraduate degree in Finance.
In 2023 Terri created a community called Business Women Building Wealth ™ to educate, empower, and equip business women on their wealth building journey. She is an transformative speaker, dynamic leader, energetic event host, and affectionately known as The Women's Wealth Strategist.
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