Teri Hollander Albin, CFP®, CIMA®, CPWA®

Teri has enjoyed counseling high-net-worth individuals and families, notfor-
profits, and corporate clients since 1997. Drawing on her corporate and
family business experience as well as her strong appetite for continuous
learning, Teri provides multi-generational clients with comprehensive
wealth management advice and strategy implementation. She enjoys
helping families craft sophisticated solutions to complex problems, identify
and achieve their most meaningful financial goals and focus on the things
that they enjoy most. She joined Baird following a 10-year consulting and
treasury management career in the consumer finance industry.

Teri received her bachelor’s degree from the Indiana University Kelley School
of Business and MBA from the University of Evansville. She completed the
Securities Industry Institute® course of study at the Wharton School
at the University of Pennsylvania and is a Registered Investment Advisor
Representative. She has earned Certified Investment Management Analyst
(CIMA®), Certified Private Wealth Advisor (CPWA®), and Certified Financial
Planner professional (CFP®) designations. She serves on the CPWA®
Commission as well as the Ethics Board for the Investments & Wealth Institute.
She was recently recognized by  Forbes/SHOOK Research                                                                      Top Women Wealth Advisors Best-In-State.                                                                                                    Publication as of February 2, 2023. Rankings as of September 30, 2022.

Teri is active in supporting her community with a focus on stability for youth,
health and education and was honored in 2005 by the Diocese of Evansville
and St. John the Baptist Catholic Parish with the Simon Brute Award for service
to her parish. She and her husband, Dave, have three children, and are quickly
approaching the empty nest stage of life. She has a passion for travel of all
types, walking endlessly and packing as much as possible into each day.
Following years of long-distance running, she now focuses on hiking the hills of
the Appalachian Trail and the alleys and streets of the cities she visits

Teri is active in supporting her community with a focus on stability for youth, health and education and was honored in 2005 by the Diocese of Evansville and St. John the Baptist Catholic Parish with the Simon Brute Award for service to her parish. She and her husband, Dave, have three children, and are quickly approaching the empty nest stage of life. She has a passion for travel of all types, walking endlessly and packing as much as possible into each day. Following years of long-distance running, she now focuses on hiking the hills of the AT and the alleys and streets of the cities she visits.