Terri Koller Eads, ChFC®, CLU®, REBC®, RHU®
Co-Owner
Terri Koller Eads, ChFC®, CLU®, REBC®, RHU® has been in the financial services industry for 24 years, building long-term relationships to help her clients reach their financial goals. To implement these strategies, she offers a variety of financial products and services including financial needs analysis, insurance, annuities, investments, business planning, estate, and retirement planning.
Vision:
My goal is to provide individuals and small business owners with comprehensive insurance, income replacement, investment, and retirement planning services. My program of integrated planning offers balanced, flexible strategies designed for your particular circumstances and objectives. I will develop a well-conceived plan designed to help you achieve optimum performance and exceptional value.
Education:
Bachelor of Arts in Psychology (Magna Cum Laude), University of Central Florida 1996
Registered Health Underwriter®, The American College of Financial Services 1998
Registered Employee Benefits Consultant®, The American College of Financial Services 2001
Chartered Life Underwriter®, The American College of Financial Services 2007
Chartered Financial Consultant®, The American College of Financial Services 2016
Professional Affiliations:
National Association of Health Underwriters
National Association of Insurance and Financial Advisors
Community Affiliations:
Titusville Area Chamber of Commerce