Terrie Zitzelsberger, CFP® has over 25 years of investment experience. She specializes in strategizing with clients to help them pursue their personal and financial goals. Terrie helps our clients navigate the financial terrain by listening, planning, and coaching their financial decisions.
Terrie holds her Series 7, 24, 51, and 63 registrations through LPL Financial. Terrie has licenses in life insurance, health insurance, and variable annuity insurance. Terrie is a CERTIFIED FINANCIAL PLANNER®.
Terrie is a member of the Financial Planning Association, serves as President of the Mt Pleasant Community Foundation, and is a co-chair of the Isabella County Restoration House.