Client Services Manager
Terri joined Wells Financial Management in May 2018. She is responsible for managing the client experience and ensuring a positive and welcoming environment. Terri also handles the efficient, and accurate processing of client service needs, office administration, and other communications with our clients.
Prior to joining the Wells team, Terri worked in various roles in the financial and consulting industries. She has managed all facets of operations relating to client services for over 20 years. She has a Bachelor of Science in Business Administration from Appalachian State University. Terri and her husband Kenneth have owned a vacation home in Fairview for the past few years and have recently made it their permanent residence. Outside of work, the Coons family enjoys working in the yard, traveling, and hiking with their dog.