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Experience

Amber Terakedis is a relationship manager in the wealth management practice. She is known for helping clients build and develop financial plans to help them reach their financial goals. With 12 years of industry experience, she specializes in helping clients maximize their financial potential through developing savings behaviors, implementing debt reduction strategies, understanding their cash flow, determining proper investment allocations, minimizing their taxes, and maximizing their balance sheet- all with the goal of reaching financial freedom.

She was recently highlighted in the Western Michigan University Alumni Magazine for her accomplishments and ability to strike a balance. In addition to this, Amber holds a BS in finance and accounting from Western Michigan University.

Amber played an intricate role in developing new financial planning tools to enhance client relationships, deliver more meaningful financial data, and to improve her availability to her clients in a virtual setting.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   

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