Terri joined Superior Wealth Management Group in April 2018. She brings with her over 10 years of service in the insurance and financial services industries. Terri earned her Batchelor of Science degree in Mathematics from the University of Minnesota with a minor in Economics. Serving as Administrative Assistant to John Soukup, Terri is responsible for all of John’s client services needs and is dedicated to helping those clients pursue their financial goals to enable them to enjoy the life experiences they have worked hard for.
Terri is currently studying for her FINRA Series 7 registration with LPL Financial. She will be taking both her Series 63 and Life and Health Insurance licensing exams after successful completion of the Series 7.
Outside of the office, Terri enjoys traveling, reading and spending time with her extended family and friends. Her family’s cabin on Sugar Lake near Maple Lake, MN is a favorite place in the summers, and she and her husband enjoy annual winter get-aways, both up north and in warmer locations. Terri has four grown children - her two youngest boys attend the UofM as a senior and sophomore, both in health care related majors. Her oldest daughter and son are working as a nurse and mechanical engineer and living in St. Paul and Minneapolis, respectively.