Client Service Manager
Terry has been a part of our team since 2014. As our Client Service Manager, Terry focuses on the smooth transition of new client’s into Midway Wealth Partners as well as their ongoing client experience. She is the kind voice you hear when scheduling appointments and the friendly face you see when you arrive.
Terry has a B.S. in Computer Information Systems and an M.S. in Computer Science, with an extensive customer service and training background. She provides our clients with a high level of customer service through the creation and processing of account paperwork and necessary follow-up.
The relationships she has built over the years with our clients are the most valued aspects of her time. She truly enjoys interacting with our clients and assisting them in those life events that involve Midway Wealth Partners.
Terry has been married to her husband Keith for over 25 years, and is the mother of two wonderful young men, Alex and Adam.