Terry joined Synergy in 2012 to coordinate client service and business development. She provides assistance to both the marketing and business development teams at Synergy. Her responsibilities include acting as the liaison for vendors; developing internal procedure systems; and working with scheduling for both current and prospective clients. Terry has a long history in financial services, having spent 15 years in Public Finance at Seattle-Northwest Securities Corporation. She graduated from Washington State University with a degree in Finance in 1978. Terry resides in Sammamish with her husband and has two children.