Emily Terry

Client Service Associate

Meet Emily

Emily Terry is a Client Service Associate based in Overland Park, Kansas.

As our team’s Client Service Associate, Emily is involved with onboarding and serving the clients of Trimble Wealth Advisors. She enjoys being a part of a team that helps guide clients in the direction of their unique goals. She is a problem solver who uses her resourcefulness to give our clients an exceptional experience. Our team absolutely runs more efficiently with Emily’s contributions.

A graduate of Evangel University with a Bachelor of Science degree in elementary education, Emily brings a diverse set of skills to the Trimble Wealth Advisors team. After transitioning from several years of teaching, she entered the business world and spent time as an accounts payable manager and contributed to curriculum development for a construction training program.

Outside of work, Emily can be found taking care of her 120-year-old home in Midtown Kansas City. She also enjoys finding a cozy patio with friends and playing pickleball at any given opportunity. Her favorite role is being Aunt Em to her five nieces and nephews who keep her busy with their variety of activities and constant requests for a sleepover.

 

Trimble Wealth Advisors

7201 W. 129th Street
Suite 170
Overland Park, KS 66213
(913) 379-9600