Terri Keohokalole
(763) 923-2227

terrik@oakridgefinancial.com

Terri Keohokalole joined Oak Ridge in August of 2004. She started in the financial services industry, in 1993, as an Administrative Assistant, after working as an Operations Manager and Executive Assistant she decided to expand on her desire to help people and became a Financial Advisor. In September of 2017 Terri partnered with Nancy Swanson. Together they ensure the client comes first and work in tandem to effectively support their client's long-term needs.

Terri takes into account the unique details of each person's life, circumstances and needs to build focused financial plans tailored for each client. She believes a financial plan must reflect your individual or business situation and will work to help you reach your goals. As a Financial Advisor, Terri works with her clients to weave together finances, family, values and priorities into a unified strategy. Not only does she encourage them to make educated choices about their money, she earns their trust as a steady coach and strategist to help them build long term financial security.

When not working, Terri enjoys spending time with her family, friends, reading and cooking. She and her fiancé, John, have been together since 2004 and have 3 adult children between them. They particularly enjoy babysitting their grandchildren, Katelyn and Kai.

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Terri Keohokalole -  Oak Ridge Financial