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Teri Garrett | Executive Assistant, Client Services Specialist
"It is important to help our clients feel comfortable and realize that we know them and they’re not just a name. We work for them. I feel that we do things differently than other companies with our personal touch, respect for our clients, and servicing their needs with a higher standard of care and diligence."
Teri has been with Keeler Thomas since 2007. Her responsibilities include helping advisors fulfill client processing issues and following up on client requests. Besides being the assistant to our executive team, she is also a specialist in insurance back office support, guiding us expertly through the myriad of requirements that arise as clients add to or upgrade their insurance needs.
Teri came to us with many years’ experience in both the financial and medical fields, working at times as both office manager and customer support liaison. She has worked at various times managing investment databases, managing medical offices and their billing/collections processes, and compiling detailed information for Title companies.