Teri Su Garske
Office Manager
Teri Su is an excellent office assistant and manager. She has years of computer experience and has worked in the financial services industry before with Mass Mutual and Guardian Park Avenue Securites helping other advisors grow their practice. We have known Ms. Garske for over (25) years and asked her to join our firm a couple times before so we are very happy and blessed to have her say YES this time!!! Teri Su will be in charge of all things "service" related along with setting up client review appointments and some Dave Ramsey appointments. She is a very valuable team member and has already made significant improvements to our processes and record keeping strategies!! She also has a vast experience in marketing so she will be helping us set up seminars, workshops, client events and more....