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(800) 467-0480 - Toll Free

(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

Terra Curtiss

Terra Curtiss

Client Service Administrator

As Client Services Administrator, Terra strives to exceed the expectations of clientele through relationship development and the delivery of superior customer service. Serving as the liaison between client and Advisor, Terra maintains contact with clients to provide and obtain updated information, assist with account paperwork, troubleshoot problems, and provide support to fulfill our client's needs.

Terra, a friendly, outgoing Phoenix native and ASU alum with strong family ties to Chicago, has a passion for helping others. In her spare time, she loves to exercise, play sports, travel, volunteer at animal shelters, and watch her favorite Chicago sports teams.