Teri contributes over 40 years of financial knowledge to her role overseeing the firm’s accounting, human resources, and operational functions. With 25 years in public accounting followed by 15 years helping build the family business, she supports the firm’s daily operations and efficiency.
After graduating from Brigham Young University with a BS in Accounting, Teri developed a commitment to reliability, attention to detail, and timely execution. She focuses on fostering a positive work environment while supporting client service delivery.
When not managing firm operations, Teri enjoys staying active through skiing, hiking, pickleball, and cycling. She and her husband Dan value time with their two adult children, their spouses, and five grandchildren, whether gathering at their cabin, playing games, or discovering new roads to explore.
