Teri oversees operations, systems, and the client experience at 1900 Wealth Management, ensuring efficiency and excellence across all firm processes. She brings extensive experience in operational leadership, client service management, and strategic growth initiatives.
Prior to joining the firm, Teri served as COO at Sendero Wealth Management and held senior leadership positions at Jefferson Bank and CAPTRUST. She was Co-CEO and COO of South Texas Money Management, where she led operations for a $3.7-billion wealth management firm.
Teri earned both a Master of Arts and Bachelor of Arts in Organizational Development from the University of the Incarnate Word. A Leadership Texas graduate, she has been recognized by the San Antonio Business Journal as both “Woman of the Year” and one of the “Top 40 Under 40.”
Experience & Education
- Senior Vice President, Director of Operations & Client Experience – 1900 Wealth Management
- Chief Operating Officer – Sendero Wealth Management
- Senior Leadership – Jefferson Bank and CAPTRUST
- Co-CEO and COO – South Texas Money Management
- M.A.A. and B.A. in Organizational Development – University of the Incarnate Word