terri buechner

financial planning associate

About

It is my deepest conviction that we are all meant to thrive! I love that the integration of yoga and financial services helps us do that in two very important ways. It is all about health and wealth. We must feel good physically to live our best life and doing well financially is equally important. It is all about alignment. I have a special interest in helping those going through transition, whether loss of a loved one, divorce or career change. If I can help people to feel well and enjoy life more, there is absolutely nothing better. * What lies behind us and what lies before us are tiny matters compared to what lies within us. * Ralph Waldo Emerson "Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. DBA & Cambridge are not affiliated

Country

united states

City

middleton

Industry

banking

Skill

banking, customer service, credit, public speaking, microsoft office, team building, sales, strategic planning, coaching, loans, financial analysis, leadership, management, outlook, training, risk management, microsoft excel, finance, investments, marketing, retail banking, customer relationship management, event planning, social media, business development, financial services

Experience

financial planning associate

dahl financial group

account relationship manager and yoga instructor

dahl financial group & zoe yoga

2016-3 - Present · 10 yrs 7 mos

leasing agent

maple grove apartments

2009-11 - 2011-5 · 1 yr 7 mos

Showed and rented apartments, processed applications including credit checks, employment verification, etc. Processed bank deposits, balanced security logs and managed maintenance requests. Resolved resident conflicts and facilitated move-in and out situations

personal banking specialist

anchorbank

1982-10 - 2015-8 · 32 yrs 11 mos

Conducted client appointments/financial reviews as part of sales process. Sold fixed and variable annuities, mutual funds and LTC policies partnered with Financial Advisor. Handled any customer situation, supervised and coached branch for sales. Networked to create new business connections

yoga instructor

zoe yoga

2008-1 - Present · 18 yrs 9 mos

Owner and yoga teacher with studios, recreation departments and other businesses to develop and teach yoga programs. Teach and create classes for students based on physical needs. Conduct private yoga therapeutics for clients.

Education

sociology

1981-1 - 1983-1 · 2 yrs 1 mo

middleton high school

blue mounds dharma center - alignment yoga

2007-1 - 2014-1 · 7 yrs 1 mo

Completed 200 hour yoga teacher training program in 2008 to be able to teach group classes and develop programs. Completed 500 hour teacher program to be able to conduct private yoga therapeutics and deepen my personal practice and knowledge"]