Milestone Wealth Strategies, LLC

ometown of Huntington, WV. She subsequently graduated from Western Michigan University in Kalamazoo, MI with a bachelor’s degree in Corporate Finance and a minor in Economics. While she has experience and expertise assisting clients with goal planning for clients in all stages of life for retirement, education, etc., Terrie also specializes in the area of Women In Transition. She has a passion for working with women at all stages of their lives, but especially when a life event creates financial questions requiring specialized advice. Terrie’s personal commitment to her clients is to provide them with customized service to assist in attainment of their financial goals. Terrie takes a client centered approach, with integrity and confidentiality being of utmost importance. She meets with her clients periodically to make adjustments to their portfolios and solidify their path to success. Licensing and Professional Designations

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Registered General Securities Representative (FINRA Series 7)
through LPL Financial
• Registered Uniform Securities Agent (FINRA Series 63)
through LPL Financial
• Investment Advisor Representative (FINRA Series 65)
through Stratos Wealth Partners
• Life Insurance/Annuity
• Ohio Long Term Care License
• Pursuing Certified Divorce Financial Analyst (CDFA™) – expected
completion 1Q2018

COMMUNITY
Terrie serves on the Board of Directors of Ruling Our eXperiences (ROX), a non-profit organization with the mission to equip girls with knowledge and skills necessary to live healthy, independent, productive and violence free lives. She is also a member of the Financial Planning Association. Terrie is currently pursuing the CDFA (Certified Divorce Financial Analysis) designation, with completion expected in 2018. PERSONAL
Terrie and her family live in Worthington, Ohio, where she is an active participant in school and community functions. Terrie enjoys spending time with her daughters and, when time permits, she also enjoys reading; exercise, especially outdoors; growing fresh herbs and a small vegetable garden; and trying new recipes.