Advisor Group

Teri is a senior director based out of San Antonio, Texas.

Teri joined CAPTRUST from South Texas Money Management in 2019. She serves as a senior director, supporting the firm’s Advisor Group. In her role, Teri is charged with overseeing our South Texas financial advisors and a team of support staff, in addition to heading up the firm’s growth opportunities in the Texas marketplace.

Prior to joining the firm, Teri was co-chief executive officer at South Texas Money Management where she was responsible for overall business operations including marketing, technology, client services, and back office functions.

In 2017, she was named Woman of the Year by the San Antonio Business Journal. In 2012, she made the Top 40 Under 40 list and was named Shining Star of the Year by the San Antonio Business Journal.

Outside of work, Teri enjoys being very involved with her community and serves on several local boards.