Terri Propp, CFP®

With more than a decade in the industry, Terri is known for her “family first” approach and delivering personalized client service that goes above and beyond.

Terri Propp, CFP®, CDFP®

Wealth Management Advisor

Terri and her partner, Tim, are saving to support their retirement as well as continue their love of travel and spending time with their white lab, Taavi Tacos. When Terri is not putting the needs of her clients first or loving on her nieces, nephews and goddaughters, Terri donates her time and talents to Young Americans Bank in Denver.  

Terri works hard to remove the chaos from her clients’ financial lives by providing a financial roadmap. Her experience in financial planning and portfolio management reflects insight, optimism and sincere care for individuals. Terri has a talent for thoroughly researching methodologies, deciphering the complex and integrating holistic financial solutions into an efficient, understandable format. In addition to being a CERTIFIED FINANCIAL PLANNER ™ professional, Terri also earned the Certified Divorce Financial Analyst (CDFA®) designation to help clients with financial planning before, during and after a divorce. With more than a decade in the industry, Terri is known for her “family first” approach and delivering personalized client service that goes above and beyond.