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

For nearly three decades, Teri has advised individuals, families, and business owners on managing and sustaining legacy wealth. Her perspective is shaped by real-world experience—co-leading a family business and building a decade-long career in consulting and treasury management within the consumer finance industry. These experiences taught her the importance of clarity, trust, and strategy when navigating complex financial decisions.

As a Baird Family Wealth Advisor, Teri partners with a select number of multigenerational families to design and implement thoughtful, sophisticated strategies that align with their most meaningful financial and life goals. Her mission is simple: to empower families to manage their wealth with confidence and purpose, preparing each generation to navigate complexity and use wealth as a catalyst for opportunity. Through purpose-driven planning and collaboration with a deep bench of internal and external resources, Teri embraces a holistic approach that supports lasting legacy and multigenerational success.

Teri is passionate about lifelong learning and holds advanced credentials including CFP®, CPWA®, and CIMA® certifications.  She earned her bachelor’s degree from Indiana University Kelley School of Business and MBA from the University of Evansville and completed the Securities Industry Institute® program at Wharton. She serves on the Investments & Wealth Management (IWI) Board of Directors and previously served as chairperson of the CPWA® Commission for IWI. She was honored to be recognized by Forbes/Shook Research as a 2025 Best-In-State Wealth Advisor and Top Women Wealth Advisor Best-In-State for the third consecutive year.*

Outside of work, Teri is committed to community service with a focus on 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 loves traveling, exploring new cultures, and staying active—whether walking city streets around the world or enjoying a friendly pickleball match. Her greatest joy is time spent with her husband, Dave, and their three adult children.

*Forbes/Shook Research Best-In-State Wealth Advisor published 4/8/25 based on data as of June 30 of prior year. Forbes/Shook Research Top Women Wealth Advisor Best-In-State published 2/11/25 based on data as of September 30 of prior year.