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, their children, and especially their three active grandchildren. She volunteers her time providing financial and debt counseling at the A&M Church of Christ and provides foster care for the Aggieland Humane Society.