Terri Christensen

Terri supports the operational and procedural side of our financial advisory business. She works with our clients with account creation, transaction and account maintenance, and ongoing client support. She helps Family Tree Financial adhere to operational accuracy standards, regulatory adherence and service efficiency.

Terri, a native Idahoan from the Pocatello area, graduated with honors from the University of Phoenix, earning a Bachelor of Science degree in Business Administration. She brings over 23 years of experience in the investment industry, specializing in operations and compliance. Terri currently resides in Meridian with her husband, Phill, and their dog, Macy. She has two daughters and a son. Her daughters are both studying at Idaho State University; one is in the nursing program, and the other is pursuing a master’s degree in social work.

Terri has a deep appreciation for the outdoors, especially in her home state of Idaho. She enjoys hiking, camping, and often travels to the Garden Valley area for outdoor shows. An avid puzzler, she loves solving complex problems. In her leisure time, she enjoys reading and watching movies. Terri joined Family Tree Financial in May, 2024.

Terri is not affiliated with Osaic Wealth, Inc.