As a dedicated Retirement Plan Advisor, Terri Updegraff is committed to helping business owners and their employees achieve success in retirement planning. She specializes in designing and maintaining comprehensive retirement plans that align with her clients' unique goals. Passionate about financial education, Terri empowers employees to make informed decisions about their financial futures.
With over 12 years of experience in leadership development, Terri has worked closely with HR leaders and their teams to drive organizational excellence. Her entrepreneurial background, having founded and run a small business, gives her a deep understanding of the challenges business owners face.
Terri holds a B.S. in Business Administration and a master’s degree in Organizational Development. She is a Certified Plan Fiduciary Advisor (CPFA®) with the National Association of Plan Advisors (NAPA) and holds a Series 65 securities license with Fermata Advisors.
Interested in working with Terri?