Terri joined the SMA Services group in 2006, as the IRA Administrator. Several years later, she moved to operations, taking her IRA responsibilities with her. Terri is responsible for calculating the Required Minimum Distributions for each IRA participant, as well as contributions, other distributions, fee statements, and tax forms. She also handles the administration of Health Savings Accounts.
Terri and her husband have been married for 28 years and have two children. Her daughter is a Registered Nurse at Children’s Hospital in Birmingham and is married to a professional drummer. Terri’s son has been active duty Navy for eight years. As a retired Navy spouse and mother of an active duty sailor, Terri knows the sacrifices made by our military and is proud of every man and woman who serves our country so that we may enjoy our freedom.