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About Terri
After graduating from California State University, Fullerton, Terri went to work as a Cost Accountant and eventually became a Controller for a small manufacturing firm. She joined a national CPA firm in 1980 and became a Certified Public Accountant in 1983. Terri also holds Certified Financial Planner and Certified Fund Specialist designations.
Terri started concentrating on clients in the health care field in 1986 with a particular emphasis on dentists. She has found great joy in helping these clients during the various phases of their careers.
She lives in Santa Ana with her husband, Victor.
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