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portrait of Terra Lake
FINANCIAL ADVISOR

Terra Lake

428 South Main Street, Carrollton, IL 62016opens in a new window
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About Terra

Whether you are an experienced investor or just getting started, choosing a financial advisor is an important decision. I became a financial advisor because I enjoy helping and serving others. What I love most about my profession is that I'm able to help improve the lives of our clients and colleagues, and together, better our community.
When working with individuals and families, my team and I focus on:
• Communicating proactively to keep you informed
• Organizing your personal finances to help create simplicity
• Developing a roadmap for your financial priorities
• Identifying and mitigating risks to your strategy

We are often introduced to individuals...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Insurance & Annuities

Personal Interests

  • Basketball
  • Camping
  • Coaching Sports
  • Spending Time with Family
  • Volleyball

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Office Information

Phone

(217) 942-5166

Fax

(877) 222-0330

Office Address

428 South Main Street
Carrollton, IL 62016opens in a new window

Mailing address

P O Box 169
Carrollton, IL 62016

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