Terry Sheeley, CFP®

Financial Planning Associate

Terry Sheeley is Briaud Financial Advisors’ Director of Client Service and is a valuable member of our leadership team. She joined us in 2004. Terry is a CERTIFIED FINANCIAL PLANNER™ and a corporate professional member of the National Association of Personal Financial Advisors (NAPFA).

Before joining our team, Terry worked as a certified CCCS counselor for 15 years with Consumer Credit Counseling Service of the Gulf Coast. She also has 5 years of experience as a loan officer for Aggieland Credit Union and five years as a Property-Casualty Insurance Agent with Harold Jarvis Insurance Agency. Terry has a Bachelors degree from the College for Financial Planning and a business associates degree from Tyler Junior College.

Terry’s personal interests include working in her yard, reading, travel, and a passion for Aggie baseball. She enjoys spending time with her husband Gary and her two children Sarah and David. She volunteers her time providing financial and debt counseling at the A&M Church of Christ and provides foster care for the Brazos Animal Shelter.