Terri joined Jacobson & Schmitt Advisors as a Senior Operations Specialist in October 2021. She is passionate and committed to helping clients and understanding custodian processes. Since 2004 she has held roles in back-office operations and client services at local investment firms. At JSA, she is responsible for facilitating cash transfers and gifts, preparing financial reports, and aiding in in-house operations. She earned a Bachelor of Science in business marketing from the University of Phoenix. Terri and her husband live in Cambridge with their two children. In her free time, she enjoys camping, gardening, dogs (she has two), and watching her kids play sports.