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Your Future, Our Focus...Since 1994

Terri J. Steele

Terri J. Steele

Terri J. Steele has over 25 years of Financial Services experience and is a Fellow of the Life Management Institute as well as an Associate in Customer Service. Terri earned a Bachelor of Science degree in Business Management from Northwest Missouri State University in Maryville, Missouri.

Terri started her career as an Office Manager for a life insurance company responsible for all Defined Contribution and Defined Benefit Pension Plan Administration. Terri lives in Independence with her husband of 35 years. She has three daughters and one grandson. She has served on the Board of Directors for the Independence Chamber of Commerce, as well as the Fair Board of Santa‐Cali‐Gon Days.

She is currently an active member of the Independence Chamber of Commerce, serves on the boards of the Independence Civic Council, Fort Osage Advisory Council and is a member of the Junior Service League.