Meet The Team

Terri Canterbury

Terri Canterbury comes from a military family and has traveled extensively in the U.S. and many international destinations. She enjoys helping people with organization and financial planning. " I've been an advisor since 1998 and previously healthcare-related positions. It requires analyzing complex data and overcoming challenging situations through assessment, intervention, and ongoing evaluation." As a result, she takes a holistic approach to investment selections and solutions.  

Being an entrepreneur was her first passion but a second career. She particularly enjoys working with the aging population and their families. She studied gerontology in college as a minor. As an independent advisor, she is thankful that she can help determine what is in the best interest of her clients without pressure from an organizational plan.

She offers both securities and non-market conservative investments.

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 resides in Conroe, Texas, and is a third-generation investment professional. His father and grandfather both were Advisors in Houston. Some of his clients have been with all three generations! He enjoys getting outdoors for hiking, hunting, fishing, and servicing many client relationships cultivated over generations of work and dedication. He was born in Dallas and took pride in his Texas roots. He has taken up vegetable gardening and is working on perfecting his soil and growing techniques.

Alexander says, "you will never be bored in this business. It is constantly changing with new regulations, economic swings, and new technology. I'm excited to see all the changes and help people who need someone to help them find solutions for what they need to accomplish."

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.