My Background

Triple Play Financial, LLC was founded on a dedication to excellence in providing retirement planning, investment strategies, insurance and financial strategies to individuals, businesses, and their employees.

Terri takes time to listen closely to each client so that she can understand and respond to their unique needs in a personalized and professional manner. Terri is affiliated through New York Life Securities.

Terri worked for thirty years at the Trading Desk of T. Rowe Price and 4 years with New York Life Insurance Company.

Terri was named New Org Agent of the Year in 2018 and 2019, a distinction given to highly successful agents during their first three years.

Terri holds a Bachelor’s Degree in Business from the University of Baltimore and a Master’s Degree in Finance from the Johns Hopkins University.

When she is not helping clients with their financial needs, you can find her cheering on the Orioles at Camden Yards, supporting the Ravens, or enjoying a day on the golf course.