VECTOR WEALTH MANAGEMENT | WWW.VECTORWEALTHPLANNING.COM
TERI@VECTORWEALTHPLANNING.COM | (916) 573-2010
About: After graduating from Cal State - East Bay in Hayward, CA with a BS in Finance in 1994, Teri worked many years in upper management positions and as an accountant. After some time, Teri realized she was more passionate about helping women be proactive, rather than reactive, with their money…and she has been dedicated to financial planning ever since. Putting a clients’ best interests first is always the number one priority!
Specialties: Teri Glaspy is passionate about helping independent women develop a plan and work towards their financial goals. As a mother of two and a business professional, she understands the need to protect the ones they love now and for generations. With a solid financial plan and an honest working relationship, Teri partners with her clients to pursue financial security for women and their family.
Originally from the Roseville/Loomis area, in 2016 Teri returned to the area to partner with Fred Croy, her father, at Vector Wealth Management to add continuity to his financial planning firm. Teri’s focus is helping women and families navigate the different stages of their lives with financial confidence. With her knowledge and experience, Teri can explain the complex financial world in a way that makes sense so women feel empowered as they create the best plan for themselves and their families. Teri also works alongside other trusted advisors to ensure an integrated approach to financial wealth.
Quote: “You deserve to live the life of your dreams, empowered and free from the anxiety about money and your future.”
Connect: Contact Teri at firstname.lastname@example.org or at (916) 573-2010, or visit her website below!
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Vector Wealth Management, Inc. is not an affiliated entity of the Securities America companies.
About: Jessika has been a specialist in the group health insurance market for over 18 years. She enjoys educating her clients on the ins and outs of health insurance and finding the right carrier/plan fit for their specific needs. Jessika prides herself in her service and care after the sale. Her clients are like family and she is there to help with enrollments, termination, claims, COBRA, and any other need that arises.
Specialties: Jessika specializes in the small group health insurance market. Her focus is groups of 2 to 50 employees. She offers health, dental, life, vision, chiropractic, disability, POP plans, flexible spending accounts, COBRA Administration and HR support to her groups.
Quote: "Your smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark." - Joel Osteen