Terri Halligan
Investment & Insurance New Business Specialist
Bio
Terri Halligan has been in the industry for over 25 years. She is part of the Oakwood Wealth Partners Team and works as Investment & Insurance New Business Specialist to Michael Lockwood and the team of advisors. Terri provides new business support and service in retirement plans, individual investments and life insurance.
Terri holds a CA Life Insurance License and is a Notary Public for the State of California.
Terri lives in Buena Park, California with her husband, Bruce. They have two sons, Kenny and Casey, married to Melissa & Jaime, and two grandsons named Mason River and Kaden. Her hobbies include live music, riding on their Harley, RV camping, and boating. Terri also enjoys spending quality time with her family.