Terri Velgara, CFP®

Vice President, Advisor

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Terri Velgara is passionate about helping clients align their financial decisions with their personal goals. As an Advisor, she works closely with clients and advisors to create comprehensive financial plans that support retirement, estate planning, education funding, and charitable giving.
Terri brings over 15 years of experience in wealth management to her role. Before joining EP Wealth Advisors, she worked for Rappaport Reiches Capital Management, served as an Account Manager at Geneva Advisors (later CIBC Private Wealth Management) and supported high-net-worth clients and family offices at Northern Trust.
Terri holds a B.A. in Economics from the University of Illinois at Urbana-Champaign and an MBA with a concentration in Finance from DePaul University in Chicago. She is also a CERTIFIED FINANCIAL PLANNER® and holds a Series 65 license.
A lifelong Chicagoan, Terri lives in the North Mayfair neighborhood with her husband, two children, and their rescue dog, Duke. She’s actively involved in her local community through school and parish events, and as a Merit Badge Counselor for her son’s Boy Scout troop. In her free time, she enjoys outdoor family adventures, board games, and reading Agatha Christie mysteries—often with the Black Keys playing in the background.