Teri Hirt CFP®
Education:
- Master of Business Taxation, MBT, University of Southern California
- Bachelor of Science, Finance, University of Southern California
Professional Services
- Investment Management and Strategic Planning
- Financial Planning
- Estate Planning
- Tax Planning
- Debt Management and Student Loan Repayment
- Retirement Analysis
- College Funding
- Risk Management
- Life, Disability, and Long Term Care Insurance
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER™professional
- Series 7 Securities Registration
- Series 66 Securities Registration
- Life and Health License
- Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
- Over 15 years of experience in finance, taxation and tax planning with Arthur Andersen, LLP and Atlantic Richfield Co.
Community / Industry Involvement
- Board Member, Financial Planning Association
- Board Member, Thrive Memphis
- Madonna Circle Member
- St. Jude Hero
Personal
- Married and mother of four daughters
- Native of Los Angeles, CA
- Member of Memphis Runners Track Club
- United States Tennis Association
Awards
- Shoemaker Advisor of the Year, 2015 and 2016
- Securian New Advisor of the Year 2016
ASSISTANT:
Lee Romero
901-757-5757 EXT. 1178
The Securian award was granted in 2016 with an evaluation period of 2015 criteria. Securian awards and club memberships are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., member FINRA/SIPC. Shoemaker Financial is independently owned and operated. No. 5558129 DOFU 3/2023
