Terry Ishmael

Fund Accountant at HFS Wealth Management

Terry is responsible for the administrative activities of HFS Wealth Management. She has been a team member since 1995 and draws on her abundance of experience to support the Wealth Managers and their clients. In addition, she assists with new account paperwork, billing invoices and acts as a liaison between the Firm and its custodians.

Terry enjoys researching, troubleshooting and coming up with problem solving solutions. Ultimately, Terry ensures that the administration surrounding your relationship with HFS Wealth Management is managed effectively and correctly.

Timeline

  • Fund Accountant

    Current role

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