Terri currently works for Kalter Financial Group as an experienced professional with many years of successful practice in tax and bookkeeping with a certification in Quick Books. She received her B.A. degree in Business Administration with a concentration in Accounting from California State University of Fullerton. Currently, Terri focuses her practice on accounting for small businesses, tax filings, audits, business development, seminars, and project evaluations.
Before joining Kalter Financial Group she gained experience in various Marketing, Studio Production, Educational, Insurance, and Financial Corporations. Terri has united with Eric Kalter in developing the “Swoosh360 Program” specifically designed for the business owner to reduce taxes and gain wealth. This program targets the business owner’s intellectual property to become a weapon for growing his/her business. Terri is currently an Ambassador for the Chino Valley Chamber of Commerce and on the Board of Directors for the Chino Valley Real Estate Professionals. One of Terri’s greatest assets is inspiring the business owner to Dream Big.