About Terri Meekins
I believe that we are all called to be good stewards of God's gifts. In my role as a Thrivent Professional, I can live out my calling as a financial guide to help others on their financial journey to fulfill their life's purpose. I provide knowledge and resources to help others make wise money choices on their financial journey.
My husband, Doug, and I have four adult children. In October 2024 we will welcome our 7th grandchild. We are blessed! I am a disciple of Ascension Lutheran Church. In my free time, I enjoy spending time with family and friends.
Designations
FIC, RICP®, CLTC®, CKA®, BFA™
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification for Long-Term Care
- Certified Kingdom Advisor
- Behavioral Financial Advisor
Giving Back To The Community
- Volunteer, Thrivent Action Teams
- Member, Ascension Lutheran Church
- Member, Certified Kingdom Advisors
- Supporter, Alzheimer's Association
***This is a Thrivent Action Team to collect food resources for our Towson community through the Association Center of Towson Churches. Collection takes place each Monday from 12:00-2:00 PM on Ascension Lutheran Church’s parking lot.
Education & Accomplishments
- FINRA Series 7 - General Securities Representative
- FINRA Series 65 - Uniform Investment Adviser Law
- FINRA Series 63 - Uniform Securities Agent State Law
- Life and Health Insurance Licenses
- Graduate Certificate, Non-Profit Management, The Johns Hopkins University
- Bachelor of Arts, Business Administration, Thiel College
Meet My Team
Seneca Group
We are Christian financial professionals who work primarily with successful business owners and professionals to help them make smart decisions with money to achieve Financial Freedom so that work becomes optional. We have developed and refined a process that pulls all the pieces of the financial puzzle together for our clients. We call our process “Advice the Thrivent Way.”
Financial Freedom…
o We believe that money is a tool not a goal
o It’s not always about having more but working the best with what you have
o You own your calendar and it isn’t controlled by someone else
Contact us to learn about our custom, purpose-based Dedicated Planning Services today.
- Title
Team Practice
- Website
- https://connect.thrivent.com/seneca-group