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About Us, Our Clients


Teri BollingTeri graduated from Lewis Clark State College with a Bachelor of Science degree in Business Administration with an emphasis in Accounting. She worked for six years in the accounting industry and for seven years as a small business owner prior to becoming a financial advisor in 2004. Her aspiring move in 2009 to the independent side of the investment industry with LPL Financial was in response to sales quota practices of her former firm which did not encourage a client-centered practice.

Teri grew up in Clearwater County and has been a resident of the area for over thirty years. She comes from a very entrepreneurial-minded family. She and her husband, Jim, were married in 1996 and live in Orofino with their two young boys. They enjoy being active in the community, the outdoors, and their children's sporting endeavors. Teri is also a member of the Orofino Rotary and a Chamber of Commerce Member. She has a passion for the area and community that can only be matched by her passion for helping her clients.

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