Terri Osness, CPWA, CFP

As a Private Wealth Financial Advisor with over 20 years of experience, Terri is dedicated to supporting successful executives, business owners and their families with their financial and lifelong goals. Through a long-term investment approach, Terri helps high-net-worth clients develop and implement strategies to build, manage, preserve, and transition their wealth. Terri follows a disciplined process that begins with listening to her clients and understanding what is most important to them. She is a compassionate financial advisor, who values the opportunity to build long lasting relationships with each of her clients and their families. Her mission is to provide every client with a comprehensive targeted investment plan based on their individual needs and goals, delivered with the highest level of personal service and professional integrity. Terri is committed to expanding her knowledge and skill set to meet the ever-changing needs of her clients through continuing education. She is a CERTIFIED FINANCIAL PLANNER Professional and has obtained the Certified Private Wealth Advisor (CPWA) designation, both of which allow her to create custom and comprehensive financial strategies. Terri has been recognized as a member of the Wells Fargo Advisors Platinum Council [1, 2] in 2015-2016, 2018-2024. She was named one of Forbes Best-in-State Wealth Advisors [3] in 2024, and one of Forbes Top Women Wealth Advisors Best-In-State [4] in 2024 & 2025. Away from the office, Terri enjoys spending time with her family and friends. She is especially proud of her two adult children, Jordan and Jake. She enjoys hiking, traveling, water and snow skiing or just relaxing on the beach.