Built so no family has to figure it out alone.

I founded The Terrio Group and developed the 8 Elements of Financial Control after seeing a gap in how the prior generation of planners worked. I believe regular communication is the key to understanding what you need, and that a retirement plan has to be one comprehensive, cohesive strategy built for you, then watched and adjusted as conditions change.

I’ve been the keynote speaker at educational events, and I speak nationally for the armed forces at Yellow Ribbon events, helping service members who are deploying or returning make sound financial decisions.

Away from the office, I spend my time with my wife, Kaycee, and our boys, Cash and Brady.

I oversee our marketing, brand, client relations, and operations. Before joining The Terrio Group, I worked in marketing, national B2B and B2C sales, and business development with companies in Central Florida.

I have a bachelor’s degree from the University of Central Florida and live in Port St. Lucie with my husband and our dog. Outside work I’m happiest outdoors, with family and friends, or working on something creative.