We are pleased to announce the promotion of Terri Velgara to be our firm's Director of Financial Planning! Terri joined our firm two years ago as a Wealth Planner and has been a key resource in providing guidance to clients on complex financial planning matters.
Terri will continue to serve as a Financial Advisor to high net worth individuals and families, assisting clients in achieving their personal and financial goals through retirement and estate planning, and charitable giving strategies. Prior to joining RRCM, Terri worked for 12 years in wealth management at two large Chicago advisors. She has a BA in Economics from the University of Illinois in Urbana-Champaign and an MBA with a concentration in Finance from DePaul University in Chicago . Terri is also a Certified Financial PlannerTM.
Please connect with Terri below, and join us in congratulating her!
Terri Velgara, CFP®
Terri is a Financial Advisor and Director of Financial Planning at Rappaport Reiches Capital Management. She enjoys helping clients organize their financial closets and reach their goals. Please connect with Terri below. She loves to talk about investing, financial planning, and winning on family board game night.