Terri Updegraff

Financial Advisor

Terri works with small business owners and their employees to maximize their success in planning for retirement. She is passionate about financial literacy for all and continues learning the art and science of financial planning.

Prior to finding her interest in helping others with their finances, Terri spent 12 years in leadership development working with HR leaders and their teams. She previously founded and ran a small business deepening her roots in the Sonoma Valley community. Terri received her B.S. in Business Administration and a master’s in organizational development. She holds a Series 65 securities license with Fermata Advisors.

On the weekends, Terri enjoys hiking in the hills, doing home improvement projects, and trying out new recipes with family and friends.


Interested in Working with Terri?


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