Meet The Team

Terri Canterbury

Terri Canterbury is a financial advisor with over two decades of experience helping people organize their financial lives. She takes a holistic approach to investing and enjoys analyzing the financial details of her clients’ lives to help them overcome challenging situations.

Terri particularly enjoys working with pre-retirees, retirees and small businesses to help them find the right financial program for them and their families.

Terri is an Investment Advisor Representative with the CRPC®, Chartered Retirement Plan Counselor, and the AIF®, Accredited Investment Fiduciary designations. In addition, she holds life and health insurance licenses in Texas, New York, and Nebraska.

Alexander Liepman

Alexander Liepman is a third-generation investment professional who takes pride in managing multi-generational relationships with his clients.

Alexander enjoys finding financial solutions through the ever-changing landscape of regulations, economic swings and advancing technology.

Alexander is an Investment Advisor Representative with Series 7 and 66 licenses.

 Canterbury and Liepman are registered representatives of NEXT Financial Group, Inc., a Houston-based wealth solutions firm.