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About Teri McNally

My Story

I am proud to be a Thrivent financial professional. Prior to this, I was a middle school teacher for 25 years. Education is my passion, and that is what I love about Thrivent. We focus on educating our clients to ensure they understand their financial health and future.

Another of my core values is helping others, and with being a financial advisor with Thrivent, I do this every day. I always put my clients best interests first. I truly believe in the power of understanding and knowledge. I love to laugh with my clients, share stories, and do whatever I can to help them achieve their goals.

I am licensed in both Minnesota and Wisconsin. I am based in Winona, but service others in communities near and far such as Rollingstone, MN, Houston, MN, Rushford, MN, Fountain City, WI, Cochrane, WI, Dodge, WI, and the Twin Cities as well. Besides being licensed with both FINRA series 7 and FINRA series 66, I hold a Master's Degree in Education.

I would love to meet you and talk about how we can work together to achieve your goals. Please reach out and give me a call!

Meet My Team

Southeast MN Consultants

Southeast MN Consultants

Title: Team Practice
Website: https://connect.thrivent.com/southeast-mn-consultants

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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