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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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  2. Terri

Terri

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Terri
Executive Assistant

Terri joined our team in the October of 2015 as an Administrative Assistant, providing support for both Graham Jepsen and David McNamara.   She has an extensive background in accounting and executive administrative support, bringing over 20 years of various industry experience to our team.

Terri assists Graham in the retirement planning processes, client meetings, asset allocation and creating customized financial plans for our clients.  She serves a broad range of support for our clients and office operations.

Terri currently lives in Des Moines, Iowa.  She spends most of her free time with her family, riding their motorcycle, boating and enjoying various activities throughout each season Iowa has to offer!

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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