Biography for Terri Simon 
Terri is responsible for client administration and processing for Capital Advisory Group and has been with our firm since 2007.
Serving as executive assistant to our Chief Investment Officer, David Denniston, Terri enjoys the interaction of working directly with our clients customizing their needs and seeing their financial goals become a reality.
Terri enjoys the office team approach environment and working with experienced, dedicated advisors and co-workers who are just as committed to the relationships we have built with our clients, as she is.
